Services for Employers
Extra benefits, at no extra cost
Providing the best for your employees not only improves moral but is a great recruiting tool, and that includes retirement help. We provide in-house advisory services and low cost real estate and mortgage services at no cost to your company.
Employees want financial education! Over 80% of employees indicate they
would participate in financial education and counseling if it were
available in the workplace. (Joo & Grable, 2000).
We help your employees start saving, help with asset allocation and investment planning in the retirement plans; provide long term financial planning, and more, at no extra cost. We hold "learn at lunch" financial education seminars to increase financial literacy, and will help start and grow participation in your plan.
For your employees
As part of our services, your employee get access to free and discounted services, at no extra cost:
Comprehensive Investment Advisory Services
Our Advisory services involve the detailed review and analysis of all facets of your financial situation including cash flow analysis, retirement planning, risk management, investment management, tax management and estate planning. It is only through comprehensive analysis that your true financial condition can be determined and the proper plan can be recommended. Any financial advisor or planner providing recommendations without addressing all of these aspects for you or your business will most likely result in unsuitable recommendations.
Discounted Real Estate Services
4% total commissions to sell your house - Full service
We provide all the same services as full commission real estate brokers, but for only 4% total commissions. If fact, if we handle both sides of the sale, we only charge 3.5%
Discounted Mortgage Services
We have partnered with the Premier boutique mortgage bank in the Bay Area to offer you the most competitive rates, great service, and fast closing times.
Insurance Planning and Reviews
We can help you with Life, Health, Annuities
You've heard of: "buy term, and invest the difference"? We can show you how and why that makes sense.
Lower the cost of your plan
401k , 403b, and 457b plan setup and consultation:
We can help you setup a low cost, full service retirement plan for any size business or institution.
We partner with industry leading record keepers that provide highest level of compliance and record keeping services, and we select and build plan investments and portfolios that have the lowest fees, no upfront or back-end sales charges, and low annual expense ratios. In fact, our plans have some of the lowest costs and fees in the industry.
Because you and your employees deserve a great plan!