Loren D. Stark Company (Formerly Pensionalysis)

Services Offered

• Retirement planning
• 401(k) plan design
• Cash balance plan design
• Defined contribution plans
• Profit-sharing plans
• Tax-efficient planning

About

Loren D. Stark Company is a financial consulting firm located in San Anselmo, California, specializing in retirement solutions tailored to the unique needs of businesses. Their services include the design and implementation of various retirement plans such as 401(k) plans, cash balance plans, and profit-sharing plans. The firm emphasizes tax-efficient planning, collaborating closely with clients and their CPAs to minimize tax liabilities associated with retirement savings. As a family-owned and women-led business with over 40 years of experience, they prioritize building strong client relationships and delivering detailed, personalized service.

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