Is Calsavers Right for Your Employees?

Are you a Californian employer?

Comply with the state’s new retirement savings program "Calsavers" or your business could be subject to financial penalties and additional tax liability.

To learn more, request a no obligation consultation now with the advisors at Loza, Beck & Associates, right here in Southern California!

Watch our new video below to learn more.

Get Your Free Calsavers Consultation

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Learn

Know your obligations

Plan

Determine what type of plan works for you

Execute

Implement a tailored plan for your business

LPL Financial, LLC. is not in any way aļ¬ƒliated with CalSavers Retrement Savings Program nor does LPL Financial provide tax or legal advice.  

Your Advisors

Brittany Powers

Administrative Assistant

(951) 800-8083

(951) 381-2003

bpowers@lozabeck.com

Originally from Georgia, Brittany graduated with a degree in Business Administration in 2013. Later that same year, she began her career at Waddell & Reed in Riverside, CA as the division administrative assistant. In 2017, she joined...

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Brittany Hill

Digital Marketing Consultant

(951) 800-8083

(951) 381-2003

brittany.hill@lplfinancial.com

Brittany Hill is the Digital Marketing Consultant with Loza, Beck & Associates. She is an employee of LPL Financial and is part of the Marketing Solutions program that supports multiple advisors’ businesses. Brittany moved to San...

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Steven Beck, AIF®, AWMA®, CFP®

Managing Partner

(951) 800-8083

(951) 381-2003

sbeck@lozabeck.com

Born in southern California, Steven grew up in Bigfork, Montana, a small town in northwest Montana. After serving in the United States Army, Steven moved back to California, where he graduated with a degree in...

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Thomas Loza, AIF®, RFC®

Managing Partner

(951) 800-8083

(951) 381-2003

tmloza@lozabeck.com

A Southern California native, Tom Loza has made Riverside a home for both his family and his successful practice. Tom began his career in wealth management at the height of the financial crisis.

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(03/21)