Being an entrepreneur and running your own business is a full-time job. You worry about growing your business, being more efficient, more profitable, more competitive, and at the same time you worry about providing your clients with the best services and products. This leaves very little time to think about your own personal finances and running these like you run your own business. We understand the need for a tailored approach and an independent, trusted fiduciary financial advisor.
At San Tan Planning & Investments, we provide business owners the ability to better focus on their business by creating a comprehensive approach to the services your business needs. More importantly, we work as fiduciary advisors, always putting the needs of your company above all else.
As an independent financial services firm, we are not held captive to particular support companies, enabling you to select the best option for your most critical asset your business possesses, your employees.
How We Can Help:
- Retirement Plan Consulting
- Qualified & Non-Qualified Retirement Plans
- Group Benefits (Health, DI, Life, Dental)
- Risk Management
- Executive Benefits
- Business Continuity Strategies
- Implementation and Oversight