Financial Services

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a Fresno CPA firm that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of retirement savings and financial services for small businesses and individuals. We pride ourselves on providing financial services designed around your individual needs.

Setting up of profit sharing and 401(k) plan documents Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Mutual funds and annuities Employee benefit plans Health benefit plans Estate planning Trust planning and charitable gifting Business exit strategies Executive compensation plans Key employee retention plans Welfare benefit plans Insurance and asset protection Succession planning and business continuation Buy/sell agreements

Call us today at 559-436-8907 and ask for Bassim to schedule a mutually convenient appointment.

Securities offered through 1st Global Capital Corp. Member FINRA/SIPC (http://www.finra.org). Investment advisory services offered through 1st Global Advisors Inc. Insurance services offered through 1st Global Insurance Services Inc. Bassim Michael is currently licensed to offer securities in the state of California, this is not an offer to sell securities in any other state or jurisdiction.

For more information, please fill out the following form and a representative will contact you: