Complimentary Consultation
Complimentary Consultation
It's one of the most important things we do. At Steller Pension Consultants, Inc. we will help you accomplish your future financial goals with the optimum Retirement Plan. We take tremendous pride with our approach on building your retirement wealth and being a key asset with your financial team.
We have specialized in the unique profiling and design of Retirement Plans for small to medium size businesses. Our primary objective is to design the optimum strategy for your Retirement Plan to maximize your retirement savings while reducing taxes and building wealth.
We start by listening to you and learning your current and future goals to find the ideal retirement plan solution for you and your business. Then, we provide a custom plan design to achieve those goals.
Our team is comprised of people with different experience, but we all have this in common - a commitment to ethics, integrity and most important, customer service. You can count on unbiased recommendations and impartial guidance. We are happy to help you and be an asset to your financial business team.
Steller Pension Consultants, Inc. is a boutique Third Party Consulting & Administration Firm, or TPA, for Qualified Retirement Plans in the Private Sector specializing in 401(k) and Defined Benefit Plans. For over 22 years we have specialized in the unique profiling and design of Retirement Plans for small to medium size businesses throughout the United States.
Our purpose is to design the optimum Retirement Plan to reduce your tax burden, maximize your retirement savings and/or assist in the Retirement savings coinciding with your exit strategy.
Whether you decide to implement a new retirement plan or are looking for a new TPA for your existing plan, Steller Pension can provide compliance and reporting, administration and current tax regulation information. Each client receives individualized service and you always have direct access to the Founder/President, Sarah C. Teller, APA.
Your relationship is important to us and we pride our business on being able to help your business with it's Retirement needs. Since plans adhere to Federal guidelines, we can service your Plan in any US state or Territory. We welcome the opportunity to work with you and are available for a free initial conversation.
(619) 280-9761 Direct E-mail: SarahTeller@StellerPension.com
Monday - Thursday 9am - 4pm
Friday 9am-12pm
And By Appointment
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