From the most complex needs to the simplest solution, our Cosner Financial Group 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 unique goals. Unlike franchise options, our solutions respond to market changes, not one-size-fits-all strategies.
Our Customized Financial Services
Managing Employer Sponsored Retirement Plans.
We will help your company determine which retirement plan is right for your employee and guide you through the set-up process. We’ll work with each employee to make sure 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.