Solutions for Business Owners

This section of our web site is directed at people who own their own businesses.

You are in a very unique position as a business owner. You make decisions that not only affect your personal life, but the lives of some other very important people… your employees. You have to balance your personal financial needs with those of your company… and ultimately those of your employees. You want the most for the least and you get to make most, if not all, of the decisions for your company. Without good help, you're job is very difficult.

$olution$ is equipped to help make some of your decisions easier and less time consuming. We specialize in the needs of business owners. Nearly 60% of our business is geared to the needs of small to medium sized businesses (self employed individuals to companies with up to 100 employees). We are experts in the area of “employee benefits”. Health insurance, dental insurance, and retirement plans are crucial to your success. We can help you evaluate your alternatives and choose the right plans for your company. These employee benefits can make or break a company. If they are too expensive, you lose money. If they are inadequate, you lose employees. We can ensure neither of these happens.

We can work for you, and not be on your payroll. We'll do the shopping for health insurance… each and every year. We'll make sure your retirement plan suits both you and your employees. We'll make recommendations as to whether a PPO or an HMO (or both) is better for your company. We'll show you how a 401k or a SIMPLE plan can enhance your employees benefit package while minimizing your administrative costs. Best of all, we'll be your “troubleshooter” when you have a question or problem.

We ask all our clients to call us…. not the insurance company or plan administrator. We'll contact the right people to fix the problem or handle the question. We'll translate your frustration into terms the insurance company or plan administrator understands. We support you, our client.

As a business owner, you also have to balance your personal insurance and investment plan. Although we specialize in employee benefits, our roots lie in “personal planning”. We can make sure your business is properly protected with a “funded” Buy-Sell Agreement. We can help you with decisions about incorporation and “tax-deferred” retirement planning. We even have the resources to help you with your estate planning to make sure everything you're working so hard to create goes to your heirs, not the government or our creditors. It's not simple, but we know how to help make it understandable.

If you want a “second opinion” on your current employee benefit plans or if you want to learn more about how we can help save you time and money, please visit our Request Information section.

Thank you for exploring our web site.

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Securities offered through NEXT Financial Group, Inc. MemberFINRA/SIPC
www.finra.org • www.sipc.com

Solutions
Insurance & Financial Services
5825 Old Wheeler Road, La Verne, CA 91750
(909) 596-8100

Solutions Insurance & Financial Services is not an affiliate of NEXT Financial Group, Inc.

To view NEXT Financial Group’s privacy policy and other important information, visit the “Clients” section of www.nextfinancial.com.