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Serving the Greater El Dorado County Area, CA
Carson Valley Area, NV
(530) 672-1703

Small Business Financial Services

Small Business Financial Services

Business owners are faced with a unique set of challenges, regardless of the size of their businesses. The goal is simple – providing meaningful benefits packages 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 and Department of Labor rules and regulations.

At Cornerstone Financial Group, we provide comprehensive financial planning services for businesses and business owners. Our small business financial advisors evaluate retirement plans and 401(k) contributions, compare benefits packages, and discover areas where you may qualify for small business tax reduction. Below are some of the small business financial planning services we offer to help business owners and businesses evaluate the financial strengths.

  • 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 strategies.

Call us today for your free appointment! 530-672-1703, or email,

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