There’s an option to design your own retirement plan.

Maximize your personal contribution and streamline costs with support.

Keith Wilson Scroggins Management

Maximize contributions for practice owner

Minimize required employee costs 

Flexibility to fund more for select employees

Why personalize your retirement plan?

Some service providers are good at simplified deferral and match plans but are not equipped to provide clients with creative solutions. We begin our process by designing a plan for your needs based on the funding objectives of medical practice owners and their employees. You get the chance optimize your financial future in your practice.