About Us

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Savvy Retirement Plans develops retirement plan solutions for private companies, sole proprietors, and professional partnerships. Our specialty is the “Owner Optimized” plan design.  “Owner Optimized” provides for the rapid build-up of the Primary Decision Makers’ retirement accounts while at the same time meeting the company’s benefit goals for its employees (even if this goal is to minimize the cost of employee benefits.)

 

Our dedicated professionals excel at balancing these competing goals.  We use state of the art technology, not to replace our employees’ expertise but to enhance our clients’ retirement plan experience.  Our services are geared to provide convenience, a personal touch, and competitive prices, without sacrificing the option of speaking with a qualified pension professional.