Small Business Owners

If there's any group that knows the value of time and coordination, it's small business owners. We uniquely understand the amount of effort that goes into building your business while managing your personal finances at the same time. From top to bottom, we've got you covered:

  • consolidated monitoring and reporting of all your financial accounts in one place
  • coordination with your professional contacts (CFOs, Attorneys, CPAs, etc)
  • regular updates of relevant, actionable insights
  • oversight/management of both business retirement plans and personal accounts

Our all-in-one service plan offers ease and convenience for small business owners. We can help get things off your plate so you can focus on what matters- like growing your company.

Interested in starting a Retirement Plan for your company? Check out our resource for Owners Starting a Retirement Plan. Then give us a call at (805) 963-6181, and we'll help you find the best plan for you and your company.

Already have an existing 401k or retirement plan? Qualities of a good retirement plan:

  • Top-notch service & support from Third-Party Administrators & Recordkeepers
  • Open-architecture investment platform: no proprietary funds or limited investment choices
  • Integrated payroll contributions w/ Recordkeeper
  • Automatic enrollment of eligible employees
  • Adviser support that helps manage your fiduciary duty

If you feel like there's too much administration, investment options are too inflexible, or the current advisor is not providing enough support, give us a call at (805) 963-6181.