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Cost Effective Retirement Plans with Real Investment and Life Insurance Advice to Small Businesses

Are you finally making money with your small business? Your CPA says find write offs! Your spouse may say you need insurance! You can do both with certain retirement plans; the plans are more flexible than ever before and with more options.

Member: 401kAdvisor

Zip code: 91709

Please call or email me to see if I can help with your:

1. Investment management
2. Life Insurance
3. Retirement Plan setup and management
4. Solo(k) Plan administration from $150 annually
5. Solo(k),  W2 deductibile contributions up to $20,000 annually per person and addition employer contributions up to $30,000
6. Defined benefit plans for older savers that wish to put away up to $300,000 annually

Don't worry about which to choose. In just a few minutes and I tell you which plan you can use or which combination:

I look forward to speaking with you.