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Business Planning

Golden Gate Advisors, Inc.tm  provides entrepreneurial enterprises assistance in a number of areas including employee retirement plans, business plan development, credit negotiation, estate planning and family ownership succession.

401(k) Plans: We provide setup and fee-based, as opposed to commission based, advice for small business sponsored employee 401(k) plans. We use low cost funds with fee transparency and risk management.

Top Business Health Care Savings Ideas:

  • Market every plan every year to every viable vendor.

  • Provide accident and critical illness coverage.

  • Self-fund dental and hospital co-payment.

  • Increase Long Term Disability elimination period and replace with Short Term Disability.

  • Add voluntary vision plans.

  • Reduce life insurance and increase AD&D benefit.

  • Get your broker to do more of your job

IRS CIRCULAR 230 NOTICE: To the extent that this message or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.

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