Emparion
1090 South Gilbert Road, Gilbert, AZ 85296
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
1090 S Gilbert Rd Suite 106, Gilbert, AZ 85296, United States
About the Business
Emparion is a finance institution located at 1090 South Gilbert Road in Gilbert, Arizona, United States. Specializing in efficient tax planning and retirement structuring, Emparion helps many clients cut their tax bills in half. With average contributions over $100,000 and flexible design options, their plans are structured for maximum contributions while also accommodating a range of funding needs.
Emparion offers various strategies such as combining a 401(k) plan with cash balance contributions, 401h plans for large contributions and tax-free medical benefits, Roth contribution plans, and more. They make the process simple and easy, with a FREE illustration to determine the right plan structure for each client.
With years of experience in plan administration, Emparion ensures that clients have a team of professionals handling their plan design and administration. From solo plans to large group plans, they can set up and administer plans of any size and even coordinate with financial professionals.
If you're not sure which plan is right for you, schedule a call with Emparion to discuss your options. Rest assured that they have the expertise to guide you through the process and help you achieve your retirement savings goals.
Reviews
"I'm a financial advisor. I found one of Paul's articles online addressing a problem I had with a client. It's difficult to find good information on the particular issue my client was facing. Paul's expertise is tremendous! If you are a business owner or an advisor serving business owner clients, I strongly encourage you to follow Paul's content."
"Everyone at Emparion is incredibly knowledgeable and professional. I learned a lot about the different kinds of retirement plans during my initial call with Paul, and we decided a cash balance plan would be beneficial for my situation. Nicole has great customer service and would get back to me same day when I had questions about the documents."
"I love Emparion. They did a number of scenarios for me, and ultimately I decided to use them to set up my plans. Their process is very streamlined, they ask all the right questions. In particular, Nicole was extremely professional and they completed the plan documents quick and efficiently, even at their busy time of the year. Thanks!"
"We contacted Emparion for a cash balance plan for our S-Corp. Paul understood our requirements, patiently answered all our questions, and built a plan accordingly. The setup process led by Nicole was also incredibly efficient. If you are a busy professional, look no further. Emparion team will take care of the entire process so that you can focus on what you do the best: running and building your business. Thanks Nicole, Paul, and the team."
"Setting up my cash balance plan with Emparion was quick and easy. The guidance I received throughout the process was great, and any questions I had were answered in a timely manner. Paul has great expertise in this field of work. Not to mention the set up price was cheaper than I had been quoted elsewhere, which is always a plus! Would definitely recommend Emparion's services."
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