Our Group Retirement & Disability Programs

Employer Sponsored Planning


We provide the following group retirement services: (A) 401k, SEP IRA, Simple IRA (B) Defined Benefits: 412(e)(3) & Cash Balance Plans, (C) Premium Financing,(D) Non-Qualified Executive Deferred Compensation, (E) Executive Bonus Plans (162 bonus & Key Person) 

Our Clinicians Program


FIG Wealth Advisors & its sister company (Clinicians Advocacy Group) has a fondness for independent clinicians and helping protect and grow their retirement and assure their current income and medical practices flourishes. For more information, click on our logo above. 

How does Cash Balance Plans work?

Check out this great video from one of our partners about large tax deductions!