Request an Illustration

It’s simple to have an illustration prepared. Here’s how it works: 


Step One

Complete the forms below and return via email to
or fax to 321.397.0409.


Step Two

Upon receipt we will call to discuss the data and get an idea of the presentation you wish to make to the client.


Step Three

We will prepare the illustration and make the presentation using our online presentation/conference call software –Microsoft Teams.  We suggest you, the client, the client’s CPA and anyone else necessary to make a decision be present for the presentation/conference call.


Step Four

Once the decision is made to move forward, follow the link to Implement a Plan.

Defined Benefit Plans

A pension plan that provides for retirement income that is stated as a percentage of one’s annual earned income.

401[k] Plans

401(k) plans are salary deferral plans. Employees may have a maximum amount deducted from salary and deposited to their account.

Profit Sharing Plan

A Profit Sharing Plan is an employer sponsored retirement plan in which the contributions are made solely by the employer. 

Cash Balance Pension Plans

A cash balance plan is a defined benefit plan that defines the benefit in terms that are more characteristic of a defined contribution plan.

Let’s talk about your retirement plans

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Contact Us

Orlando Office

Telephone: 888.412.4120

Miami Office

Telephone: 305.595.5500 x210