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




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.

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