Claris Advisors LLC

Jan 2025

I connected with Claris Advisors to help me with implementing a special type of retirement plan for my company (called a “cash balance plan”). It’s a complicated plan to set up because it doesn’t always make sense for a company financially, based on many different factors. After having a bad experience with a different firm that only seemed interested in selling me on implementation without crunching the numbers to see if it truly made sense, interacting with Scott Iverson at Claris Advisors was like a breath of fresh air.

He didn’t try to pressure me at all. He took his time to gather all the facts and run the calculations to see if it actually made...read full review