Steve J. Persons began his career as a Certified Public Accountant (CPA) with a local Cleveland firm. After four years, he joined another firm as an Estate Planner where he learned that the best way to handle the needs of wealthy individuals was to create a retirement plan. After becoming an Enrolled Actuary, Steve was hired as the Chief Executive Officer (CEO) of Creative Benefit Strategies, Inc. in the late 1980s, and in 1995 he and his partner Marylis Wozniacki purchased the company. We met with Steve recently, and listened as he told of his firm's capabilities and areas of specialization;

Creative Benefit Strategies, Inc. is a boutique pension firm of Employee Benefits Consultants, Third Party Administrators (TPAs), and Actuaries having the capability to design all types of pension plans. Our niche market is the smaller employer looking for a tax advantage for himself rather than a benefit program for his employees. We specialize in creating plans that not only satisfy the owner's retirement needs, but also meet the requirements of the law in offering benefits and coverages for his or her employees.

We work very closely with business owners who are seeking to set aside substantial dollars for their own retirement through more complicated and creative plans. Working one-on-one with our clients, we custom design turnkey plans that include preparing the documents, filing with the Internal Revenue Service (IRS), calculating their contributions, and completing the benefit statements and investment portfolios that enable them to achieve their objectives.

Our professional staff has the expertise to handle all aspects of plan design, actuarial calculations, administration, consulting, and termination. This, coupled with our broad experience within the employee benefits filed, enables us to provide business owners with flexible alternatives as their objectives change. In addition, our actuaries are licensed to practice before the IRS on our clients' behalf should there ever be a need.

We stand on our reputation of having highly qualified professionals and the resources available to meet our clients' needs. Creative Benefit Strategies, Inc. has enjoyed a solid reputation for over thirty years and is committed to maintaining our tradition of excellence.

Creative Benefit Strategies, Inc. specializes in custom designing creative plans to meet the retirement needs of smaller employers. Call Creative Benefit Strategies, Inc. today, and don't forget to tell them The Advocate sent you!

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