Managing Director
CurrentProviding strategic solutions for Nevada & Washington* small to medium businesses with state of the art 401K programs saving them & their employee’s time with superior One-on-One administrators (usually reserved for the larger companies), a wide varieties of investment options and some of the lowest mark-up, set up costs and fees in the industry.With some of the lowest rate term life protection available, we strive on ensuring continuity of your future plans and retirement goals on practically any budget. Protect your income with DI & Life together and get a 10% - 15% discount with only one life application medical qualification required.Best in class Asset Protection with over 150 + Insurance carriers including Annuities, Disability, Health, Life, P&C available for the best possible fit between you current financial situation and your future retirement goals.Additional Client Services:Affordable individual or family Trust services.Alternative investment modeling.Discounted CPA prepared Tax Returns & Accounting services partner.No cost or obligation insurance policy and retirement plans review.Optimized 401(K) / 401(K) Roth plans designed specifically for your small to medium size business.Profit Sharing, Defined Contribution / Defined Benefit plans.Safe Harbor 401(K) plans, ERISA 403(b).
