WELCOME:
Welcome to our electronic home. WealthHarbor Retirement Consultants serves the medical, legal, and small business market nationally providing creative plan design, best-in-class technology, fully-disclosed pricing, shared fiduciary responsibilities, conflict-free investment selection and innovative participant asset management.

Please explore our website to learn more about the plans we offer, important links, contact information, and much more.

Cash Balance 401(k) Combination Plans -
“Retirement Intensive Care”
Triple the tax deductible savings power of a regular 401(k)

The WealthHarbor Select 401(k) Platform-
“Independent, Conflict-free, Custom Retirement Solutions”
Maximize the effectiveness of your company’s retirement plan.

What do business owners want in a qualified plan and why Cash Balance Plans may be the answer?
1. Maximize deductions/accumulations
2. Optimizing the allocation of benefits
3. Funding Flexibility
4. Minimize Investment Risks
5. Understandable benefit for employees
6. Administrative simplicity
7. Legal design credibility with the Pension Protection Act of 2006