Put your revenue to work, for tomorrow.
Pelican helps business owners of all sizes maximize their earnings and retirement income through executive benefits and personal pension plans.
We help structure earnings to give the maximum financial impact to owners, founders, principals and executives in a tax efficient way.
About
our company…
Pelican was created to help busy business owners take full advantage of the compensation, retirement and bonus options that are available to them, and maximize overall earnings, reduce tax burden and get the most out of their business.
Designed to be a seamless upgrade that can grow with you as your business does.
What does Pelican provide?
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Executive Bonus Plans
Section 162, SERPs, LIRPs, deferred compensation, tax deferred vehicles.
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Personal Pensions
Create guaranteed income for life by leveraging your revenue, tax deferred
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Low cost employer retirement plans
Provide a retirement plan that satisfies CalSavers requirements without having to run a 401(k) plan
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Succession planning
Smoothly and efficiently pass on or sell your business with the lowest tax burden
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