Don't Settle for Calsavers!

Avoid IRS Penalties | Customize Your Plan

Avoid IRS Penalties | Customize Your Plan

Are you a Californian business with five or more employees? Then you will soon be required to offer a retirement plan.

Comply with the new requirements without just accepting the state's program "Calsavers". 

  • Annual contribution limits are much lower in "Calsavers"
  • Calsavers is much less flexible
  • CalSavers contributions are not eligible for a current year tax deduction

Don't settle for Calsavers! Know your options to customize your plan today.

Get your free no-obligation retirement plan consultation now with the advisors at Loza Beck Wealth Management, right here in Southern California!

Get Your Free Retirement Plan Consultation

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Comply

Know your obligations

Customize

Determine what type of plan works for you

Don't Settle!

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

Operations Manager

(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

Senior Marketing Consultant

(951) 800-8083

(951) 381-2003

brittany.hill@lplfinancial.com

Brittany Hill is the Senior Marketing Consultant with Loza Beck Wealth Management. 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)