I’ve been referred to as an actuarial guru, the weird, mad scientist, creative genius type guy with the fur coat, and the guy who tells it like it is. I’m all these things, but above all else, I’m the guy who is obsessed with retirement planning and passionate about people. I also prefer the company of eccentric, interesting people. Creative Plan Designs/BPAS is a CEFEX certified Third Party Administration firm (one of only 61 in the world) and the product of over 4 decades of my life. I’m really (really) good at retirement planning, but without the insanely talented group of people who make up the CPD/BPAS team, I’d just be a guy sitting in the background, wearing a long fur coat, telling it like it is. At CPD we make retirement plans work for you, the EMPLOYER, and we make it our mission to get you as close to your goal as the law allows. Our expertise extends to all types and levels of retirement plans. We can assist you with compliance problems, administration issues, or even make your plan design work better for you. One thing we do better than most is understand the complexities of the retirement plan arena. We weave our knowledge of what the law says (and doesn’t say) into a tapestry sewn from elements of estate planning and taxation that interact to create complex patterns. We then reduce it to simple terms so you can understand it. Put simply, we solve retirement problems you didn’t know you had.
Fill out this form to sign up to be invited to podcasts... The World Podcast Network currently has 1,125 podcasts and can blast out your information to those podcasts that match your business or guest interests.
