How We Help for Individual Retirement Plans Service?
I know the value of building relationships of mutual trust and respect. When I work with you, my goal is to empower you with the knowledge and tools to make well informed financial decisions.
I can help you through your challenges and want to be with you to celebrate your successes.
- Establishing IRA and Roth IRAs
- SEP IRA
- IRA Rollover solutions
- Setting up SOLO 401(k)/Profit sharing plans and Defined Benefit plans
- Annuities with lifetime Income
Balaji Rao MBA, CPFA
Director/Wealth Advisor
I provide comprehensive financial planning for Families and Business owners, focusing on Technology companies, Physicians and Dental practices in terms of setting up their Retirement plans including 401(k) plans and Defined benefit...
Christine Kim
Client Experience Manager
Christine joined the financial services industry as an Administrative Assistant in 2014. She has since worked with several branch offices in Orange County – overseeing the office operational workflow, training new administrative...
Read more