Small business owners and independent contractors are so focused on operating their business that tailored financial planning gets thrown to the wayside. Allow us to offer some guidance on maximizing the revenue from your business, managing taxes, implementing the correct retirement plan and setting yourself up better for the future. Lunch provided!

In-person at 1126 E Grand Ave, Arroyo Grande, CA 93420 (PCAOR Office).

You're focused on your business & helping others, we're focused on helping you find way to maximize your business revenue. Register now!

• IRS treatment of 1099's
• 401(k), Solo 401(k), or Sep-IRA 
• Cash Balance Pension Plans for high earners
• Taxation of account types & tax planning
• Future retirement planning
• Insurance Planning
• Legacy Planning
• Salary Optimization