Helping Profitable Trades Business Owners Set Aside and Protect More Income And Secure A Lasting Retirement Through Advanced Qualified Plan Strategies
You've spent decades building your business and writing checks to the IRS. Executive Retirement Plans, Inc. gives you the advanced retirement and legacy strategies that let you keep more of what you've earned — and pass it on to the people who matter most.
30+ years
Trusted Business Advisor
About Us
Built for Business Owners Who Are Done Leaving Money Behind
Executive Retirement Plans, Inc. is a Colorado Springs-based firm led by Elisabeth Moore — a trusted professional advisor with over 30 years of experience delivering advanced financial strategies to business owners and individuals across Colorado.
We specialize in innovative, advanced market solutions designed for two types of clients: profitable business owners ready to maximize tax deductions through qualified retirement plans, and individuals holding significant pre-tax savings who want to reduce the tax burden on those funds, and build a legacy that reaches far beyond their lifetime.
This isn't cookie-cutter financial advice. Every strategy we design is built around your business, your goals, and your family's future.
Our Services
Our Expertise
Advanced retirement and financial solutions designed to protect what you've built, maximize what you keep, and secure what you leave behind.
Defined Benefit Plans
A powerful retirement strategy for profitable business owners who want to set aside and protect significantly more income than traditional plans allow — reducing taxable liability dollar for dollar while building a guaranteed retirement income you can count on.
Defined Contribution Plans
From 401(k) structures to profit-sharing arrangements, we design and implement contribution plans that reward your team, satisfy compliance requirements, and strengthen your long-term financial position.
Executive Bonus Plans
A strategic way to reward and retain key executives — including yourself — through tax-advantaged compensation plans that provide meaningful benefits without the complexity of a qualified retirement plan.
Legacy Plans
Your wealth shouldn't stop with you. Our Legacy Plans are designed to provide for your family, grandchildren, and great-grandchildren — using powerful strategies that are not limited by the 10-year distribution rule that now applies to non-spouse beneficiaries.
Business Succession Planning
When it's time to step back, you deserve to do it on your terms. We help you design a succession strategy that protects your business's value, ensures continuity, and puts you in control of how ownership and growth carry forward.
Meet The Founder of Executive Retirement Plans, Inc
Elisabeth Moore
Owner/Founder
30+ Years Helping Business Owners Keep More of What They've Earned
Elisabeth Moore was led to find higher level solutions based on the her clients unique financial situations — she was built for it.
With over 30 years as a trusted professional advisor, Elisabeth has spent her career working alongside financial, accounting, and legal professionals to deliver advanced market solutions that most business owners never knew were available to them.
Along the way, she noticed a pattern that troubled her: hardworking business owners were consistently underserved when it came to retirement planning. The sophisticated strategies available to large corporations — defined benefit plans, advanced qualified plan structures — were rarely being offered to the people who needed them most.
That gap became her calling.
Elisabeth joined Executive Retirement Plans, Inc. as a retirement plan consultant, deepening her expertise in advanced market solutions and qualified plan design. Today, she brings that same depth of knowledge to business owners and individuals across Colorado — delivering professional financial services that go far beyond basic savings to create real, lasting advantages.
Her credentials speak for themselves, but what truly sets Elisabeth apart is her genuine commitment to the people she serves.
30 + Years
Professional Business Services
Client Feedback
What Clients are Saying
Unlike most accounting companies, Precision Tax is an integrated finance management team. We see ourselves as your partner, Not as a Client - Firm Relationship
“ John Saved me $10k in Last Filing”
We have had an exceptional experience working with the firm, and we are extremely satisfied with the level of service provided.
JANE SMITH
We were pleasantly surprised by their exceptional expertise and professionalism, surpassing our expectations.
JOHN DOE
With their expertise, we were able to optimize and streamline our financial processes for greater efficiency and effectiveness.
MARIAH
Collaborating with them has completely transformed the way we do business, making a significant impact on our overall success.
DAVID JOHNSON
Contact Us
Let Us Put Your Hard-Earned Money To Work.
If you're a profitable business owner leaving tax deductions on the table, or an individual sitting on a growing retirement account with no plan to reduce the tax burden — this call is for you.
Schedule a free consultation with Elisabeth's team and find out exactly which strategies apply to your situation.
Our team of experts is dedicated to helping individuals and businesses achieve financial success.
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Address:
3472 Research Pkwy, #104-301, Colorado Springs Colorado 80920
(719) 325-6852
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