Call Us Today:
805.856.6135

Small Business Retirement Plans

Smart Decisions for a Happy Retirement

provides retirement plans to small businesses in Paso Robles, Oxnard, Santa Paula, Camarillo, Fillmore, Moorpark, and surrounding areas.

small business retirement plans

For employees, having the right retirement plan in mind can provide the assurance of knowing that their income can continue to support their family once they retire. As a business, offering these plans to your employees can help ensure financial security and stability among your workforce.

offers retirement plans with the needs of individuals and employees in mind, with tax-deductible contributions that keep your business needs in mind. We offer quality plans with benefits that create sound financial futures, such as:

  • 401K Plans
  • IRAs
  • Pension Plans
  • Annuities

Contact today to learn more about the benefits and advantages you can receive by offering a retirement plan that’s right for you and your employees.

Our Locations

Paso Robles

502 1st St. Suite C
Paso Robles, CA 93446
Main office: 805-856-6135

Coastal States Insurance Services- Ventura

1986 S. Victoria Ave
Ventura, CA 93003
Main office: 805-856-6166
Toll free: 800-840-5290

Our Providers

Testimonials

Accommodating, professional, helpful, and quick. Very comfortable experience and I was impressed by their capabilities. Highly recommended.
Brad M.
I feel lucky to have found an agent willing to provide this level of service. No need to look anywhere else!
Michelle D.
Over the years we’ve never once had to worry about our coverage. My husband and I are long-time customers and proud to be.
Carol S.
Surprisingly flexible and in-touch with my needs as a small business owner. Can’t ask for more.
Spencer F.
They have strong ties with the community, and it shows. It’s nice to do business with people that really show they care about you and your family.
Susan T.