Small Business Services
Are you thinking about going into business for yourself? Are you already in business for yourself? Whether you are a sole proprietor or working with a partner, it’s important to lay the foundation with a sound business plan. We can help you do that.
Several additional services that are important for those who are self-employed are:
- Retirement Planning
- SEP-IRA’s
- KEOGH’s
- 401K’s~Simple 401K’s
- Insurance Planning
- Business Insurance
- Buy-Sell Agreements
- Key Person Coverage
- Succession Planning
- Cash Flow Management
- Tax Planning
If you would like a team of professionals working with you to help achieve your business goals, go to: “Request Info”

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