Corporate Services


In today’s highly mobile society, it can be difficult to retain good employees. The time and money spent training new employees is only part of the expense caused by the upheaval of heavy employee turnover. A good benefits package can be the motivating factor to stay in a position rather than move on to another company. Employee benefits come in such a wide range of choices it’s possible for any size business to afford a worthwhile program.

The value added services we provide sets Financial Resource Associates apart form other group services companies. Some of those value added services include:

  • Brown bag lunch meetings
  • Workshops & seminars
  • Newsletters
  • Business planning with management
  • Assistance in meeting fiduciary responsibilities

Areas of specialized services:

  • Profit Sharing Plan
  • SEP IRA (for self-employed individuals)
  • Simple 401(k)
  • Standard 401(k)
  • Individual 401(k)
  • Simple IRA
  • Employee Salary Savings Plan
  • Stock Option Plan
  • Cafeteria (Section 125) Plan
  • Group Insurance Coverage
    • Health
    • Life
    • Disability Income
    • Long Term Care Programs
    • Dental and Vision Plans

If you would like to build a stronger relationship with your employees and would like to explore the options that would be best for your firm, give us a call and we can provide you with a comprehensive review of your options.

For more information or to answer your specific questions go to: “Request Info




2161 Delaware Avenue Suite C Santa Cruz, CA 95060
Toll Free: 800-660-3720 Tel: 831-458-1125 Fax: 831-458-0469
Email: EmailUs@frassociates.com


Securities offered through Geneos Wealth Management Inc, Member FINRA & SIPC
Investment Advisory Services offered through Financial resource Associates, Inc.

Privacy Policy