Certis Solutions: Personalized Pension Actuarial Consulting
Let's collaborate with certis to plan your brighter future through effective actuarial outsourcing, ensuring your cash balance plan is managed by an enrolled actuary or a pension actuary.
About
Making & Meeting Goals
We start by documenting your goals and then compare them to your current situation. Our proven Plan design strategies, including cash balance plans, are tailored to meet both your short and long-term needs. You can count on unbiased recommendations and impartial guidance from an enrolled actuary, ensuring support based directly on your objectives. With our actuarial outsourcing services, we provide expertise from a skilled pension actuary to help you achieve your financial goals.
Building Strong Relationships
We're passionate about helping both companies and individuals with tax deferral strategies, retirement building through innovative cash balance plans, and retaining talent. Our actuarial outsourcing services, provided by certified enrolled actuaries, aim to optimize your efforts. My goal? To safeguard the dreams you strived to achieve and the assets you have worked so hard to accumulate with the expertise of a pension actuary.
About Us
Since 2004 and 2006, we've been assisting businesses and individuals in safeguarding their assets and planning for the retirement they desire with the help of our actuarial outsourcing services. As an enrolled actuary, I specialize in cash balance plans, ensuring that our clients receive tailored pension actuary solutions. When I'm not working, I enjoy tennis, boating, and spending quality time with my family.