Closely-held Businesses and Sole Proprietorships

Cash Balance Plans

Are You Maximizing Your Retirement Contributions?
You need Clarity to protect your assets using tax deferral vehicles.

TOP CPA ™

Are you an accounting CPA firm handling your practice’s own HR benefits?
You need Clarity during tax and audit season.

TOP DENTAL ®

Are you a dentist handling your office’s Human Resources and benefit functions?
Clarity will give you time to focus on your patients.

TOP MD ®

Are you a doctor that handles your own administration?
You need Clarity to practice medicine.

TOP LAW ®

Is your firm handling its benefits administration in house?
Clarity will assist to ensure you have a customized plan satisfying each partner.

TOP PROFESSIONAL ® All Other Professionals

Not Sure if We Mean You? Are you a real estate agent, athlete, or any other small business owner? You need Clarity.