Retirement Solutions That Work as Hard as You Do
As a business owner, setting up a retirement plan might feel like just another task on your to-do list. But the right retirement benefits don’t just help your employees—they help your business thrive. At Mike Garcia Financial, we make implementing 401(k) and SIMPLE IRA plans simple, effective, and tailored to your unique needs.
401k & Simple IRA Plans
When I was in the restaurant business, I saw firsthand how the right benefits package could transform employee loyalty and performance. Now, I bring that real-world experience to helping business owners like you implement retirement solutions that make sense for your specific situation. No cookie-cutter approaches here—just practical strategies that work.
Real Conversation
We start by understanding your business, your goals, and your challenges. No pressure—just an honest discussion about what’s best for you and your team.
Clear
Options
I’ll present retirement plan solutions in plain English—not financial jargon. You’ll understand exactly what each option means for you, your business, and your employees.
Implementation Support
We handle the heavy lifting of setting up your plan, from paperwork to employee education.
Ongoing Management
Your retirement plan isn’t a “set it and forget it” proposition. We provide ongoing support to ensure it continues meeting your needs as your business evolves.
Getting Started
1
Let’s discuss your business and explore the best retirement plan options for your team.
2
We’ll design a 401(k) or SIMPLE IRA plan tailored to your business’s goals and budget.
3
From setup to ongoing management, we’ll take care of the details so you can focus on running your business.