To serve the complex 401K needs of our clients, Wateridge Insurance Services has established a strategic alliance with The Benefits Company
BENEFITS FOR WEALTH AND PRESERVATION
In 1998, the CEO of a small firm in Tustin, California asked his Financial Advisor, Teri Olsen to please take care of his employees as well as she had taken care of him with his personal retirement plan, and handed her a notebook full of their 401K details. She hurried back to her office and began to learn the retirement plan landscape, which launched the new direction her business was to take. She has loved helping sponsors and their employees ever since.
Great retirement plans require knowledge, passion and a service oriented advisor who is always learning and growing, in order to bring the right solutions required to have a truly best in class retirement plan. Simple to understand, ready to help, and able to take much of the burden off the plan sponsors shoulders, are important features of our service model.
WHAT WE DO
The Benefits Company specializes in 401K, Profit Sharing and Deferred Compensation plans. We are not affiliated with any vendor so that we can make an unbiased search for you. We compare providers for features, pricing, company strength and stability. We help find the right fit for you and your employees. With over a decade of experience we have the knowledge and passion to provide the best in class services to our plan sponsors and their employees.
OUR TEAM—Strategic Alliance of Professionals
To better serve our clients, we have joined with other professionals for Medical, Dental, Vision, Business Insurance, Property & Casualty, and Private Client Services.
Contact Teri Olsen
4275 Executive Square, Suite 900, La Jolla, CA 92037