At Thrive Wealth Advisor we strive to be a strategic financial advisor for business owners. We execute the owners tax planning objectives and design the owners tactical short term and strategic long term legacy planning.
We strive to make the process of incorporating a 401k plan for business owners simple. Offering full service training for participants and transparent reporting of fees, benchmarking of funds and assistance with fiduciary responsibility. Our partnership is with the owner and their company and not with anyone else.
Set up a discovery call and find out in 15 minutes how we can help you and your company. https://calendly.com/thrivewealthadvisors/15min
Rolling Hills Estates, CA