Don't Settle for Calsavers

Don't Settle for Calsavers!

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 aﬃliated with CalSavers Retrement Savings Program nor does LPL Financial provide tax or legal advice.

Your Advisors

Andrew Beatty

OCIO Services Consultant

In his role as an Outsourced Chief Investment Officer (OCIO) at LPL Financial, Andrew supports Loza Beck Wealth Management by providing economic insights and deep experience in the development of investment philosophy and strategy. He...

Anna Loza

Business Support Specialist

contact@lozabeck.com

Anna is the Business Support Specialist at Loza Beck Wealth Management, assisting the advisory team in various capacities. Born and raised in Southern California, her education is from local universities. With a professional background...

Becky Moreno

Office Assistant

contact@lozabeck.com

Becky Moreno is a dedicated Office Assistant at Loza Beck Wealth Management. With a strong work ethic and commitment to excellence, Becky consistently demonstrates her ability to manage multiple tasks with attention to detail. An...

Brittany Powers

Client Relationship 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...

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 earned his bachelors degree in Business...

Taylor Kane

Administrative Assistant

(951) 800-8083

(951) 381-2003

tkane@lozabeck.com

Taylor is a longtime resident of the Riverside County area where she lives with her husband and three children. As an Administrative Assistant at Loza Beck Wealth Management, Taylor contributes valuable experience in organization and...

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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