CONNECT

Address:

1350 E. Spruce Avenue
Fresno, CA 93720

Phone:

(559) 650-2637

Fax/Other:

(866) 866-6589

Solutions for your employees

 

Qualified retirement plans

Attract and retain employees with a qualified retirement plan.  Choose from defined contribution and defined benefit retirement plans that include:

  • 401(k)
  • 403(b)
  • Traditional defined benefit
  • Employee stock ownership plans

 

Group benefits

Providing a benefits package that works for all can be a challenge.  Whether your employee base is small, large or in between, you can depend on us to help provide the products and services you need. Tailor group dental, disability, life, vision and critical illness solutions to fit your needs. You can choose to pay all, part or none of your employees' benefits.

 

Key employee retirement benefits

Your top people may be losing benefits due to restrictions on qualified retirement plans. These benefit plans can help meet additional retirement planning needs. Examples include:

  • Bonus plans
  • Deferred compensation plans

 

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck