White Pine Financial

Best Cash Balance Plan

Research shows that 40% of business owners are not confident that they will be able to retire by the age of 65.

Yes, nearly half of all business owners do not have the financial foundation to ensure their family's security through retirement.

Ensure that YOU never have to worry about this. Protect your years of hard work and spend your retirement years the way you deserve.

Through a Cash Balance Plan, we can start making this a reality for you TODAY.

Reduce Your Taxes By Over $100,000 Per Year

Save Over $300,000 in Your Personal Retirement Account Per Year

Secure Your Financial Path to a Stress-Free Retirement

Save Money on Taxes with Top Tier Financial Strategies

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Business Owners Can Take Action Now!

Protect your retirement and earnings

Meet the Cash Balance Expert

ROBERT JACOBS, Ph.D., CRPS™

Following completion of his Ph.D. from Stanford University in 1999, Robert developed business software for numerous Fortune 50 and smaller companies in financial services, investment management, and other industries. He completed his FINRA Series 65 securities license and co-founded his first Registered Investment Advisor firm in 2008. He subsequently founded White Pine Financial and received the Chartered Retirement Plans Specialist™ designation. Robert helps small businesses setup and manage Cash Balance plans and 401(k) plans.

Best Cash Balance Plan

Protecting Your Financial Security, Your Family, Your Legacy

In our modern world, it has become increasingly difficult to trust traditional systems like Social Security to ensure that you get the retirement you've worked for you entire life--the retirement you deserve.

The Cash Balance Plan is a solution that allows you to independently secure your own retirement starting now.

This allows you to save hundreds of thousands of dollars every year in your personal retirement account, while saving as much as six figures in taxes!

Give us a call TODAY--the sooner you start investing in this solution, the sooner you can can ensure that you'll never have to worry about your financial security again.