Karel-Gordon & Associates is a pension consulting and administration firm based in Northbrook, Illinois. Since its inception in 1975, the firm has been working in partnership with financial advisors, tax professionals and attorneys to create innovative retirement plans and tax planning tools.
Our concentration lies in the design, installation, and annual administration of retirement plans for closely held business owners looking to maximize retirement savings and seeking the optimal tax-deductible contribution. Our goal is to creatively apply the technical requirements of the tax code to design a pension plan that achieves the financial objectives outlined by you and your client on an annual basis.
All work performed on a Karel-Gordon & Associates designed Plan from initial design through annual administration is completed by our experienced team.
