Financial Services for Businesses

My Portfolio Guide also provides financial services tailored to business owners, executives and employees including:

  • Financial Counseling for Employees
  • Financial Planning for Small to Mid-Sized Businesses - Along with Corporate accounts we can establish and help manage Business Retirement plans (SEP and Simple IRA’s, 401k, and "Money Purchase" Pension Plans
  • Financial Workshops for Employees - We come directly to your business to present and educate your most valued employees for free! (Groups of 5 to 50 per workshop)