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Soar to New Heights with a Secure Future

Discover your plan for a secure future.

At Birdseye Pension Group we deliver an elevated view to retirement planning, helping to ensure every unique need is met. As retirement plan consultants, we harness our expertise and tailor retirement plans that build a strong nest egg for a more secure future. We believe that it is more than just retirement planning; our objective is to provide customized strategic tax planning for added tangible benefits not only for your future but optimizing financial planning for the present. Our specialized services include custom plan design, administration, compliance, and consultation of retirement plans for businesses and individuals.

Our Services

  • Suited for self-employed professionals, small business owners, and spouses. These plans empower you with an opportunity to maximize your retirement contributions tax deferred.

  • Enables business owners and their employees to invest a portion of their pre-tax earnings into a company-backed retirement plan. Offering a 401K plan to your employees not only fosters loyalty and talent retention, but also provides you with valuable tax deductions, enhancing your business's financial health.

  • Boosts retirement savings by enabling generous contributions for self-employed high earners and qualified small business owners to prepare for retirement in addition to aggressive tax saving strategies.

  • The ultimate tax deferral and retirement plan strategy with high contributions amounts by combining a 401k and a Cash Balance defined benefit plan.

A secure future starts today. Our customized retirement plans are specifically designed with your needs and goals in mind.