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Financial Planner for Small Businesses

Businesses


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


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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.


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