THE BUILDING BLOCKS

Craft Your Retirement ‘Masterpiece’

Our Building Blocks methodology results in unique, customized retirement plan designs.

Building Block 1 

Foundation Information

What are the demographics of your company? Company demographics will factor into the goals of your retirement plan.

Building Block 2

Goals

There are four key elements for establishing this building block:

  • What are you looking to accomplish?
  • What is your budget?
  • What specific amounts or maximum contributions are you looking to achieve for yourself and others?
  • Are there any key employees at your company you would like to benefit?

The answers in this step will allow your retirement plan to be tailored to meet the specific needs of your company.

Building Block 3

Integration of Demographics & Goals

Using the information gathered from Building Blocks 1 and 2, we integrate your objectives into a qualified retirement plan design that complies with IRS regulations. Navigating the complexities of the IRS rules to achieve your objectives is our forte.

Building Block 4

Optimization of Plan

The resulting plan design is monitored to ensure the objectives are still being met over time, or is modified as objectives change.

The effectiveness of a custom-crafted masterpiece by Liden, Nestle, Soled & Associates, Inc. cannot be duplicated by a generic retirement plan.

Contact Us

2535 Townsgate Road #110
Westlake Village, CA 91361

 

818-991-8871

 

818-889-1055