Investment - Retirement - Insurance
(951) 523 - 8128
Protect your business and shape your future
Clarifying what you want to achieve in life is what sets a business owner apart. If you have one or more questions below, let us help you get the right answer and solution.
1. What are my goals as a business owner?
2. Do I have benefits in place to attract, reward and retain my top employees?
3. Do I know what my business is really worth?
4. Do I have a buy-sell agreement? if so, is it properly funded?
5. Do I have a succession plan?
6. Will I have sources of retirement income without selling my business?
7. Have I taken necessary steps to minimize my tax burden?
8. Do I have a team of advisors working for me?
Retirement Plans
Providing your employees with a retirement plan will give them a sense of security. It can be tailored to fit your needs and resources. We will help you understand different plans like SEP/ Simple IRA, 401k, Pension Plan.
Group Health Insurance, Dental, Vision and Life
In order to attract top talent, a company should offer a competitive benefits, such as Health Insurance and other benefits.
Incentive Plan
For your key employees, you can offer them an incentive plan so they will feel rewarded for their good effort and will produce better results for the company's bottom line.
Business Consulting
Some times, you need an outside expert to help you managing your business so it can be more effective and efficient. And you can focus on what you do best, your business.
Succession Planning
When it comes to plan a succession plan, you want to make sure that it will be the right one for you. Have a discussion with our advisor to establish the right plan.
Buy-Sell Agreement
Having a buy-sell agreement that is fully funded will give you and your partner a piece of mind that your business will be intact. Not only that, it will give a continuation plan for your business that you have built.
.jpg)