Offices in Shingle Springs: (530) 672-1703 
and Benicia: (707) 297-6954

  

For Companies

Business owners are faced with a unique set of challenges, regardless of company size. The goal is simple – providing a meaningful benefit package to attract and retain employees, as well as minimizing personal tax burdens on their own income and retirement plans. This requires a keen understanding of the IRS code, in addition to adherence to Department of Labor rules and regulations. We strive to address the unique goals and needs of every business owner through a comprehensive array of services.

  • 401(k) Maximization Three Way Analysis
    • Costs & Fees Benchmarking
    • Current plan investment review
    • Fiduciary liability review
  • Tax Reduction & Minimization Planning
  • Defined Contribution Plan Analysis
  • Combination Plan options
  • Fully Insured Defined Benefit Plans
  • Death/Disability Ramification Study
  • Post-Retirement Health Plan
  • Supplemental Retirement Income Plan
  • Executive Bonus Plans
  • Succession & Financial Estate Planning
  • ESOP Exit Strategy
  • Estate Tax Minimization

Your specific circumstances will determine the potential need for the services listed above, as well as the possibility for additional planning solutions.

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are investment adviser representatives of, and advisory services are offered through, USA Financial Securities Corp., A Registered Investment Adviser located at 6020 E. Fulton St., Ada, MI 49301. Craig Watkins is also a registered representative of USA Financial Securities Member FINRA/SIPC. www.finra.org Cornerstone Financial Group is not affiliated with USA Financial Securities. Craig CA license #0591010 Jason CA License #0K09349.Amber CA license #0H38785

Craig Watkins, Jason Campbell, CPA, and Amber Freitas are authorized to transact securities-related business and investment advisory services only in states where they are properly registered. For investment products and services these states include: (Craig: AZ, CA, GA, NV and OR.) For investment advisory services these states include: Craig- AZ, CA, NV, OR, and WA. Jason - CA. Amber-CA. Clients who are not residents of these states cannot be serviced. This website is not intended to provide investment, legal, or tax advice, nor to effect securities transactions or to render personal advice for compensation.

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