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Business Retirement Plans

Client Centered

Choosing a retirement plan may be one of the most important decisions that you will make. Providing for your own financial future as well as that of your employees can not only make a difference in your retirement lifestyle but also help you attract and retain talented employees. With a retirement plan, you can manage your taxes and you and your employees can build future retirement income.


Kinecta Wealth Management Advisors can help you determine if it is in your best interest to offer/sponsor a retirement plan. And if so, which options will provide you with maximum benefit. If you have an existing retirement plan, we can help you determine if the plan you have is providing you and your employees with the solution that best suits you. Contact us today for a free, no obligation appointment!

Advisors

Howard Martinez, CPFA
Serving Brea

LPL Financial Advisor, CA Insurance License #0745256

714.429.5720

310.727.9162

howard.martinez@kinectawealth.org

Howard is a Qualified Plan Specialist with 20+ years of experience in financial services...

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