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Employee Benefits

About Us

Corporate retirement plan advisory and worksite financial wellness services

Employees face tremendous stress over finances and it's well documented the significant cost to business in both productivity and the bottom line.

We help employees become more efficient with their finances while serving small small/midsize companies deliver a highly valued retirement program.

Our clients are busy running their business so they rely on our expertise and services to provide peace of mind and confidence that the burden of running a retirement plan has been taken off the table.


  • 401(K) plans
  • Retirement Plan
  • Employee Benefit
  • Fiduciary Advisor

Rep/Contact Info

Shannon Main
  • Phone: (925) 984-2416
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View Personal Bio
Michael Rom
Managing Director

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