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What is a Financial Planner?
A financial planner or personal financial planner is a professional who prepares financial plans for people. These financial plans often cover cash flow management, retirement planning, investment planning, financial risk management, insurance planning, tax planning, estate planning and business succession planning for business owners.
Here are a few of the financial products we assist clients with:
What types of 401(k) plans are available for small business owners?
Small business owners generally have many retirements plan options to choose from, some of which may be more appropriate than others, depending on the size of their organization. Examples include:
You may or may not qualify for all or any of the options above. The best way to find out your best options is to schedule a free consultation with our financial specialists today.
8060 Florence Ave. #120
Downey, CA 90240
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