A 401(k) type retirement plan is now often seen as the minimum requirement in recruiting talent. A 4% company match may not even be a strong selling point to college graduates. Successfully growing companies know they need to offer a 401(k), but many times look at their retirement plan as just an expense to attract and retain talent. What if the 401(k) plan and the company’s match actually pay for itself, meanwhile allowing the business owner’s to defer a significant amount of dollars in tax? This is what we do. We look at a business, and their profit model into the future. We then work with your CPA and other business advisors to build a plan that could not only save you money, but even have the savings to pay for itself.

We are happy to work with your current CPA, but also have relationships with trusted experts all around Southern California, and for certain specialties, around the country.