Who We Help
1099 CONTRACTORS
SMALL BUSINESSES
LARGE BUSINESSES
NON-PROFITS
An Array of Financial Solutions for
Businesses of Every Size
Here at Moretti Financial & Insurance Solutions, we offer a wide array of services to help business owners address their financial needs at every stage of the business life cycle. Taking into account their personal values and financial goals, we create and execute customized strategies to help entrepreneurs meet their objectives. Some of our key services are detailed below.
Qualified Retirement Planning
401(k)
403(b)
457(b)
SIMPLE IRA
SEP IRA
PENSIONS
Group Insurance Solutions
GROUP HEALTH
GROUP LIFE
GROUP DISABILITY
Bespoke Business Solutions
FUNDING DEFERRED COMPENSATION
KEY PERSON INSURANCE
SUCCESSION STRATEGIES
FUNDING BUY-SELL AGREEMENTS
EXECUTIVE BENEFITS
COLLATERAL ASSIGNMENT
Our Location
110 East D Street, Suite M
Benicia, CA 94510
