Businesses


401K Plans, Executive Benefits, Financial Planning & Analysis, and Additional Needs

 

From employee retirement plan enrollment and engagement to succession planning and financial reporting, Price Capital will partner with you and provide these benefits and services so that you can focus on growing your business.


Common Business Needs Include:

  • Employee Retirement Plans (401K/SEP/et. al.)
  • Financial Planning, Reporting, and Analysis
  • Executive Benefits
  • Succession & Continuity Planning
  • Employee Education
  • Executive/Owner Tax Liability Analysis*

 
Price Capital also has a low fee 401K plan for businesses with 1-100 employees, with stocks, ETFs, bonds, and mutual funds.

 

*Price Capital and its employees are not tax advisors. Please contact a tax advisor with tax-related issues.

Price Capital is a Houston and New York State registered investment advisor. Price Capital may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered/filed notice or otherwise excluded or exempted from registration requirements. The purpose of this web site is for information distribution on products and services. Any communications with prospective clients residing in states or international jurisdictions where Price Capital is not registered or licensed shall be limited so as not to trigger registration or licensing requirements.

The information does not constitute investment, legal nor tax advice, nor an offer to invest or to provide management services and is subject to correction, completion and amendment without notice. Any such offer, if made, will only be made by means of a confidential prospectus or offering memorandum or management agreement. It it not our intention to state, indicate or imply in any manner that current or past results are indicative of future results or expectations. As with all investments, there are associated risks and you could lose money investing. Prior to making any investment, a prospective investor should consult with its own investment, accounting, legal and tax advisers to evaluate independently the risks, consequences and suitability of that investment. Acceptable Use Policy.

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