The WealthPRIME™ Philosophy is a simple one.
If you can mitigate your tax burden, your financial security and future will
be boundless. The key is understanding how taxes and retirement
planning converge to create the wealth you desire.
Our unique solution blends alternative asset classes, innovative savings options, and tax mitigation strategies to protect your income and grow your wealth tax-free within the plan.
The Cornerstone of this Framework is the WealthPRIME™ Trinity Software.
WealthPRIME™ is an industry-first, smart calculator that uses the complex tax laws coupled with sophisticated retirement plan vehicles to generate a personalized financial profile based on your income and various other factors.
WealthPRIME™ shows you instantly how to “hack” down your taxes by at least $25,000 and use those tax savings to grow your wealth over time.
- We show you how to reduce your taxable gross income through our patented mix of 401(k) profit sharing and cash balance plans.
- Then, we help you invest that money inside tax-protected retirement vehicles for maximum long-term wealth creation.
Dan Harding, Founder WealthPRIME™
About the founder
Dan Harding provides expert wealth management services and advice to high-net-worth individuals and their advisors. For the past 15 years, he has consulted with investors and financial advisors offering sophisticated financial planning, advanced tax mitigation strategies, and alternative retirement solutions.
Dan serves as CEO of Retirement Administration, Inc. (RAI), a third party administration (TPA) firm that helps closely held, profitable companies significantly reduce income taxation with customized retirement plan designs. Inside RAI, Dan spearheads the use of an aggressive plan design approach—unlike your average 401(k) plan—and presents modern, alternative investment opportunities that exponentially increase account values and provide maximum tax deductions.
He is also the President and Founder of WealthPRIME®. WealthPRIME® is a groundbreaking fintech firm that delivers highly customized, digital software solutions to financial advisors, CPAs, and TPAs. Proprietary automation instantly illustrates and compares innovative tax-mitigation and wealth-building strategies on a scale only once offered through one-on-one consulting.
His prior experience includes leadership roles with Chase Bank, Wells Fargo, and Bank of America.
Dan is a member of the National Institute of Pension Administrators (NIPA) and is active in his community as a member of The Guardsmen, a group of Bay Area men mobilizing their significant talents and resources to enhance and improve the lives of at-risk youth.
Dan graduated from California Polytechnic State University at San Luis Obispo with a B.S. in finance. He lives in Silicon Valley with his wife of 17 years, Sondra, and has two children, son Hunter and daughter Hailey.
