From the most complex needs to the simplest solution, our team provides an individualized approach to financial management that is considerate of you and your business, not just your bank account.
After over 30 years in business, our team focuses on financial management & strategy to support your business’s unique goals. Unlike one-size-fits-all franchise options, our tailored solutions respond to changes in the market.
Our Customized Financial Services
Managing Employer Sponsored Retirement Plans.
Cosner Financial Group will help your company determine which retirement plan is right for your employees. We will then guide you through the set-up process. From there, we will work with each employee, to ensure they understand their plan, including 401(k), simple IRA, and SEP IRA options.
For companies with excess capital sitting in a savings account at the bank, we can set up a company investment account to aim for a higher rate of return than what banks offer.
For more information on our Business Financial Services, or if you have any questions, we offer free consultations, so give us a call today to schedule a meeting.
We also offer Family and Individual Financial Services.