Our Strategy

The Qualified Leverage Strategy™ program takes an innovative approach to accessing money from one’s qualified retirement plan. Designed to help our clients minimize the tax impact on qualified plan assets and increase the value and transferability of traditional assets.



PLANNING

The QLS® team of diverse industry experts provides custom solutions within a holistic planning approach for high net worth families, business owners, and their trusted advisors.



BENEFITS

The Qualified Leverage Strategy™ program transforms taxation of assets both inside and outside your retirement plan. The benefits may include reduced taxes, maximized wealth transfer to heirs, increased philanthropy and greater retirement income.



INNOVATION

Our proprietary strategies deliver unique solutions for qualified plan assets. We have patents pending on our approach and analysis software.

Want more information on our program?
Please contact us at jennifer@theqls.com.