I wanted to express to you my appreciation for the help you have given me over the last few months in assisting my efforts to close several qualified plans for my clients. In my 25 years in the business I have not come across a TPA with more knowledge about not only the technical aspects of these plans but also the planning and design opportunities that each plan provides. It is very refreshing to know that the customized plans we have implemented are after a rigorous review of the various options and have served the best interests of the client.

In addition my recent education on the use of Section 419 plans has been extremely helpful in opening up other prospective cases and having another beneficial tool to bring to the affluent clients for their planning needs. Having reviewed the fee structure of various TPA's in the industry I am also quite pleased that yours are very competitive, especially considering the level of actuarial work that is done to come up with the best of plan designs.

I look forward to working with you in the future and closing a significant amount of business.

All the best,

John

John R. Heyser, CFP, CWPP

John,

I want to thank you for your outstanding service and absolutely unique case design work that you've done over the last year for the advisors who have taken my CWPP course. 

It's vital that I have a qualified plan TPA that can make the numbers dance for business owners so they can max out what they put away and minimize what is contributed for the employees. 

I look forward to working with you this year in the hot-leads physician platform and I'm sure that many CWPP advisors will continue to use you to help them help their clients and grow their businesses.

Sincerely,
Roccy DeFrancesco, J.D. CWPP™, CAPP™, MMB™

Fox & Lalonde is an important addition to our firm's ability to provide highly specialized, underutilized financial solutions for our successful business owner clients. The only complaint we've received  from our clients regarding Fox & Lalonde has been "why didn't you  bring them to us earlier!" Thanks John.

Bob J Baker
Asset Strategies, LLC

FINEXMD, LLC is a company that provides only the highest quality services to its East Coast client base of wealthy individuals, medical, dental, legal and accounting proffessionals, as well as, other business owners.

Fox & Lalonde, LLC gives us a professional resource in the qualified retirement plan and benefit plan disciplines that meets every criteria we set for quality of advice, plan design and administrative services.

We look forward to working with F&L to assist our clients and help them to manage their taxable income, accumulate plan assets, insulate those assets from creditors and provide maximum current and future plan benefits.

Sincerely yours,
Barry M. Fine

I have had the pleasure to work with John Lalonde for more than 2 years.  His knowledge of retirement planning is unsurpassed.  He has assisted in conference calls with clients to make sure they understand the plans and benefits that they will be provided.  His team of experts know exactly what need to be done and when to do it.  If you require an expert in complex ERISA planning, then Fox & Lalonde are the TPA’s for you.

Best Regards,

Michael Sylkatis, CWPP, CAPP
President, Select Wealth Group