As a Pension Consultant, I have worked with over 1,500 businesses owners in the Southeast to provide customized retirement plan solutions for themselves and their employees. I have been honored to help these businesses in their communities establish and maintain quality retirement plans, as well as deliver informative content to financial advisors and tax professionals.Farmer & Betts has an amazing team delivering quality retirement plan solutions and offering exceptional personal service at a competitive cost.

Registered Investment Advisory firm specializing in personal & business capital management through hedge fund like investment strategies, individual planning, and retirement plan/wealth management.

Are you a business owner with traditional and passive income of greater than $500,000 per year? Are you looking to reduce or eliminate your IRS tax burden? WealthPRIME is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on an investor’s income and various other tax mitigating factors.WealthPRIME offers highly customized financial solutions on a scale only once offered through one-on-one consulting. It uses aggressive plan design strategies—unlike your average 401(k) plan—and includes advanced alternative investment opportunities that can exponentially increase account values, and provide maximum tax deductions.

Located in Los Altos CA, Retirement Administration, Inc. (RAI) is a boutique Third Party Administration (TPA) firm that offers customized retirement programs for closely-held, successful companies. Meeting small business owner retirement and benefit planning needs has been RAI’s focus since the company was opened in 1978. RAI shields business owner income from taxation with elite retirement plan designs. These company contributions are all above the line tax deductions, thus lowering adjusted gross income amounts dollar for dollars, thus lowering adjusted gross income amounts dollar for dollar, and often times combined tax brackets. More savings. Less tax. Less stress. Watch our two minute animated video (DEFEND THE EGG) and learn how RAI Defends our clients nest egg from the IRS with custom, advanced strategies combining cash balance plans, tiered profit sharing, 401(k), Roth 401(k) and Roth converted plans.We tailor built retirement programs for our clients with techniques from leading edge design strategies such as tiered profit sharing plans, cash balance pension plans, and ROTH deferrals and conversions with long-term tax savings on retirement plan accumulations. This unique strategy layers a 401(k) profit sharing and CASH BALANCE plan together, to maximize the deductible contributions and benefits back to owners often allowing for $100,000 to $300,000 more money to owners on an annual basis than traditional retirement plans.

Investment management, retirement, trust and planning services provided by COUNTRY Trust Bank®. Please see our Terms and Conditions for more information about COUNTRY Trust Bank® and its affiliates. NOT FDIC-INSURED | May lose value | No bank guaranteeRegistered Broker/Dealer offering securities products and services: COUNTRY® Capital Management Company, 1705 Towanda Avenue, P.O. Box 2222, Bloomington, IL. Member FINRA and SIPC.

Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products offered through Principal Securities, Inc., 800/247-1737,member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group®, Des Moines, IA 50392. , Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.