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)