CPA and Financial Advisor Support
QPS welcomes the opportunity to partner with you. We are accessible and want to help you build your retirement plan book of business.
QPS is here to help you with retirement plan expertise. We are there when you need us and can walk you through the process of setting up or taking over an existing plan.
Selecting, customizing and implementing a retirement plan can be a complex process. We will help you as little or as much as you need us to. If you want us to accompany you at a prospective meeting we will be there. We can also assist with initial employee education meetings by explaining current plan provisions so that you can focus on investments.
This approach can increase your retirement plan book of business and help small employers see their retirement plan as the true tax tool it is meant to be. We believe this collaborative approach helps our mutual clients realize a greater vision than they may have thought possible.
Our goal is to let you do what you do best. QPS is here to help you and your prospect determine their needs and when appropriate, provide plan design services through side by side comparisons that are easy to understand.