Benefits
How We Help
We realize that small business owners have very unique situations. Our team of financial professionals have the experience and access to solutions so that it feels like we are sitting on the same side of the table working in your best interest. Our areas of expertise are:
Employee Benefits
Attract and retain employees by providing cost effective competitive benefits. Our goal is to work with you and to understand the specific issues that you face as you design an employee benefit plan to fit your budget.
Medical
Dental
Vision
Life Insurance
Retirement Plans
Retirement Plans are not a one size fits all. It takes time and energy to figure out the plan that is best for you and your employees.
Our Location
2455 Bennett Valley Road - Suite B200
Santa Rosa, CA 95404