if you are a cpa, accountant or financial advisor interested in partnering with us to help your high net worth clients

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Our M.R.I. machine is made up of a professional group of highly trained Tax & ERISA Attorneys, Certified Financial Planners and Third Party Administrators, that can offer a legal way of accessing your money from a qualified retirement plan and reposition to a tax-free growth position. 

We use a combination of tax codes that when combined with a 401-k, can provide significantly greater tax-deferred contributions than a standard 401-k plan.  We don't do any type of accounting services, only this. We are always happy to work with your current CPA or Advisor.

When you let us go to work for you, we will minimize the taxes of your retirement plan; leaving greater assets for wealth transfer, philanthropy and income.

Cash Balance Advisors

tax planning solutions

since 1985

call 443-506-6755

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Who We Are

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Jerome J Lober Jr.

Certified Estate Advisor