Business Solutions
Empower Your Business with Tailored Financial Solutions
At Talents Financial Planning & Wealth Management, we offer specialized business solutions designed to support your organization's financial health and enhance employee satisfaction. Our services include comprehensive retirement plans and financial wellness programs that help businesses attract and retain top talent while ensuring a solid financial foundation for future growth.
Retirement Plans: Secure Your Employees' Future
Providing a robust retirement plan is a key component of a competitive benefits package. Our retirement planning solutions are designed to help you offer valuable benefits to your employees while aligning with your company’s goals and budget.
Types of Retirement Plans
- 401(k) Plans: A popular choice for many businesses, 401(k) plans allow employees to save for retirement on a tax-deferred basis. We help you set up and manage 401(k) plans, offering a range of investment options and features, including employer matching contributions and profit-sharing arrangements.
- 403(b) Plans: Designed for non-profit organizations and educational institutions, 403(b) plans provide tax-advantaged retirement savings opportunities for employees. We assist with plan setup, compliance, and administration to ensure your 403(b) plan meets regulatory requirements.
- Simple IRA Plans: For small businesses, Simple IRA plans offer a straightforward and cost-effective way to provide retirement benefits. We guide you through the setup and administration of Simple IRA plans, including employer contribution requirements and employee enrollment.
- SEP IRAs: SEP IRAs can be an excellent option for self-employed individuals and small business owners. We help you establish and manage SEP IRAs, offering flexible contribution options and tax advantages for both employers and employees.
Financial Wellness Programs: Enhance Employee Satisfaction
A well-designed financial wellness program can significantly improve employee engagement, productivity, and retention. Our financial wellness services are tailored to meet the needs of your workforce, providing valuable resources and support to help employees achieve their financial goals.
Program Services
- Onsite Seminars and Workshops: We offer onsite seminars and workshops on various financial topics, including retirement planning, budgeting, debt management, and investment strategies. These educational sessions provide employees with practical knowledge and tools to make informed financial decisions.
- Personal Financial Counseling: We offer one-on-one financial counseling services to help employees address their individual financial concerns and goals. Our advisors provide personalized guidance on topics such as debt reduction, savings strategies, and investment planning.
- Financial Planning Resources: We provide access to a range of financial planning resources, including online tools, calculators, and educational materials. These resources empower employees to take control of their financial future and make informed decisions.
- Ongoing Support: Financial wellness is an ongoing journey. We offer continuous support and resources to help employees stay on track with their financial goals and navigate any challenges they may encounter.
HR Professionals: Enhance Your Organization’s Financial Wellness
We understand the unique needs of HR professionals and are here to support your efforts in providing valuable financial benefits to your employees. If you are interested in learning more about our financial wellness programs or would like to request an onsite seminar for your organization, please
click here for more information and to schedule a consultation.
Why Choose Talents for Business Solutions?
- Personalized Approach: We offer tailored retirement and financial wellness solutions that align with your company's objectives and meet the unique needs of your employees.
- Experience: Dave Baldwin CFP® has nearly 20 years of experience in financial services and we have access to a variety of financial wellness resources and teams of retirement plan specialists.
- Comprehensive Services: We offer a full range of business solutions from retirement plan design and administration to financial wellness seminars and one-on-one financial planning services.
- Dedicated and Ongoing Support: Our commitment to your business means we provide ongoing support and regular reviews to ensure your programs remain effective and aligned with your organization's goals.
The Financial Advisor(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Please check Broker Check for a list of current registrations.
Dave Baldwin (CA Insurance Lic #0F04767) is a registered representative and investment advisor representative with/and offers securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network®.
Tax preparation services offered through Talents Financial Planning and Wealth Management are separate and unrelated to Commonwealth Financial Network®.
Information presented on this site is for informational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any product or security.
Form CRS: Client Relationship Summary
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