Your provider says everything’s fine.
Your gut says otherwise.
Prefer to set up an online meeting and avoid small talk? Book a time.
Your 401(k) Shouldn’t Feel Like a Second Job
If you’re running a business, you already wear too many hats. Adding “401(k) expert” to the mix? No thanks.
Who I Work With
I help California business owners—contractors, manufacturers, service firms, and growing companies—who want control over their 401(k) and need someone to make it simple, compliant, and cost-effective.
Whether you need a 401(k), a defined benefit plan, or just someone to tell you what’s worth your time, I’ll help you build something that fits your goals and stays out of your way.
And here’s something most advisors won’t tell you:
Not every business needs a 401(k). Sometimes the best advice is to shut it down or go a different direction. I have this conversation a few times a year—because good advice isn’t always about selling something. It’s about doing what’s right for your business.
No one-size-fits-all. No hard sale. Just clarity, simplicity, and smart design.
Your Plan Should be as Unique as you are
Services include:
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401(k) and Profit Sharing Plans
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Defined Benefit and Cash Balance Plans
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Startups, Conversions, or Plan Reviews
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Bundled, Unbundled, or “Let’s-fix-what-you’ve-got” Solutions
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TPA oversight or full plan design and administration
Whether you’re building from scratch or fixing a mess someone else left behind, we’ll meet you where you are—and help you get where you need to be.
