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Business Services

As business owners, you put a lot of time into daily operations, employee management, and worrying about the security of your company.  Our team helps both small and large business with asset management, investments and employee retirement plans.

Protecting financial assets is one of the most important steps in helping to protect you and your employees.  We start the process by creating a customized plan that best fits you and your business needs.  Our #1 priority is helping to ease your stress and focus on the success of your business.  We work to help guide you in your efforts for asset security, by managing investments, retirement, insurance and employee benefits for you.

We feel it is important to begin with an in depth review of your company's current financial stability and long term goals.  This helps us to identifying your company assets and analyze your risk.  This step is essential in developing an appropriate strategy, together, to help safeguard your financial assets. With an open and trusting relationship, we can implement our strategy and continuously monitor your investments.  

We know an important aspect of running a business are the employees.  By offering a robust retirement plan, you could be more likely to attract and retain talented employees.  Subsequently maintaining employees who are invested in the success of the business.   

Our Investments Services Include:

Our Investments Services Include:

  • Employee 401(k) Plans
  • Solo 401(k) Plans
  • Defined Benefit Plans
  • SEP and SIMPLE IRA Plans
  • Pension Plans
  • Profit Sharing Plans
  • Corporate Investment Accounts
  • Self-Directed Brokerage Accounts
  • Estate Planning
  • Tax Efficient Investing

For a comprehensive review of your personal situation, always consult with a tax or legal advisor.  Neither Cetera Advisors LLC nor any of its representatives may give legal or tax advice.