Emparion
(17 Reviews)
I had no idea what a cash balance plan was until I saw them on White Coat Investor. But since I set one up, I have saved thousands in tax and put a sizable amount in retirement. I can't thank them enough for the retirement structuring!
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In Business Since 2013
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Sentiment Analysis
Casey was great at explaining all the details and giving me some insight into how the plans are structured.
So it makes it very easy to walk clients through different scenarios and be able to pick the best one for each client.
I’m especially happy about the flexible funding schedule and the fact that I won’t be locked into a fixed contribution every year.
They are not chasing new customers and will actually recommend you these products if they actually make sense for your specific situation.
Was stuck in a really tough situation and Emparion was able to provide a solution that no other provider could manage.
I was happy that I could manage my own funds and didn’t have to worry about paying fees to a financial advisor.
It helped me tremendously because I had a very high income that year and expected it to decline over the next several years.
I was worried I wouldn’t be able to get my retirement plan sorted out before the filing deadline, but they were able to set it up so quickly.
The guidance I received throughout the process was great, and any questions I had were answered in a timely manner.
Paul's expertise is the best in the business and as someone who has worked with many accountants, he is the best I have ever had the pleasure of working with.
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