401kAdvisor
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Most Recent By 401kAdvisor
- Poll: Would Entrepreneurs Benefit from a National Health Care Program?
Wednesday, September 26, 2007 - Best, inexpensive insurance, advice please!!!!!!!
Tuesday, September 18, 2007 - How to Start a 401(k) For Your Business – and Why It’s a Good Idea
Saturday, June 16, 2007 - How to Start a 401(k) For Your Business – and Why It’s a Good Idea
Friday, June 15, 2007 - How to Start a 401(k) For Your Business – and Why It’s a Good Idea
Thursday, June 14, 2007
- Activity Points:12
- Status:Offline
- Last Visit:Jun. 17, 2008
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About Me
- Location:
Chino Hills, CA
United States of America - Industry: Financial Services
- Entrepreneurial Stage: Micro
- Member Since: Mar. 23, 2007
- What I Do: Solo(k) Plans, High Contribution Retirement Plans, Insurance
- Interests: Family, Road Trips, Helping Others
I was trained as a Financial Advisor at Morgan Stanley Dean Witter and specialized in retirement plans for small business. In 2003, I opened my own advisory practice and now offer the following advice to business owners: investment management, life insurance and help determine which of the many retirement plans the owner can use to retire quicker. I offer plans that offer tax-deductible life insurance or other plans for solo businesses that allow contributions up to 50k or other plans up to 300k annually!
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