Small Business
Benefit Packages

Being a small business shouldn't stop you from offering retirement and financial benefit packages for your employees. Many plans are available for small and medium-sized employers.

Attentive Investments works with each of our small business clients to evaluate the plans available to you and choose the best options for you and your employees. We provide full management of both the administrative details of the plan, and the investment management.

SEP IRAs

Available to any size business, a Simplified Employee Pension plan allows you to provide a significant source of retirement income for yourself and your employees. With flexible contribution options and low overhead, the SEP is a great option for employees who want to provide an additional level of financial security for their employees without high costs.

Simple IRAs

For companies with 100 or fewer employees, a Savings Incentive Match Plan for Employees (SIMPLE) IRA allows both employers and employees to contribute to a retirement plan. Attentive Investments can provide full administration of the SIMPLE IRA for our clients with minimal startup and maintenance costs.

Financial Education Events

Retirement and benefits plans can be confusing! As part of our business services, Attentive Investments offers onsite financial education events for your employees, explaining how your company's benefits and retirement packages work and helping employees determine the best options for their situation. Financial education is a morale-booster and provides employees with peace of mind knowing that their retirement funds are being professionally and actively managed.

Financial Education Events

Retirement and benefits plans can be confusing! As part of our business services, Attentive Investments offers onsite financial education events for your employees, explaining how your company's benefits and retirement packages work and helping employees determine the best options for their situation. Financial education is a morale-booster and provides employees with peace of mind knowing that their retirement funds are being professionally and actively managed.

Learn about the Attentive Process

We pride ourselves on the level of service that we provide for each client. Learn what you can expect when you work with us.
The Attentive Process

Education for Small Businesses

    Need services for a larger business?

    Employee Retirement Plans

    Don't go it alone.

    Set up a free consultation with our Investment Managers and help your employees secure their future!
    Please let us know your name.
    Please let us know your email address.
    Please include your phone number
    Please let us know your message.

    Address

    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number

    (209) 636-4931

    Hours

    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm
    Friday

    Benefits Management for Businesses

    Attentive Investments provides benefit plan and investing management for businesses of almost any size.
    Read more

    Financial Planning and Investments for Individuals

    Attentive Investments provides a broad spectrum of financial services for individual investors.
    Read more

    Address

    5345 N El Dorado Street
    Suite 5
    Stockton, CA 95207

    Phone Number

    (209) 636-4931

    Hours

    8:00am - 4:00pm
    Monday - Thursday

    8:00am - 1:00pm
    Friday

    Attentive Investments, LLC is a Women Owned Small Business (WOSB) under the terms set forth by the Small Business Association.

    Website Contents © Attentive Investments, LLC
    Unauthorized duplication or reposting of the contents of this site in any form is strictly prohibited.
    View our Privacy Policy | Customer Relationship Summary

    Stockton Website Design by Brentwood Visual