Oakhills Financial Services
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  • Personal
    • SMARTVESTOR PRO
    • Personal and Family Solutions
    • Life Insurance
    • Financial Planning
    • Retirement Planning
    • Estate Planning/Living Trust
  • Business
    • Insurance and Protection
    • Payroll
    • 401K and Retirements
    • Employee Benefits
    • Business Solutions
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  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
    • Financial Literacy 101

BUSINESS SOLUTIONS

BUSINESS & CORPORATE SOLUTIONS

As a business owner, we know the sacrifice it takes to start and run successful business. In the beginning when forming your business plan, some of these questions may come to mind:
  • How do begin? Where to start? What does the state, the feds and your specialty mandate?
  • How do I start a company retirement plan? What will work best for my business and my employees?
  • Do I offer group benefit plans such as medical, dental and retirements?
  • How do I insure my business to protect myself and my employees? A catastrophe? Law-suits?
  • How do I start a payroll system?
  • Do I need an accountant, CPA or a. business lawyer?
  • What is my exit strategy? Do I pass my business to my family or prepare to offer to the public?

Today, many business owners who have financial and insurance questions don't know where to turn to. They need an outside expert, a company you can trust to provide you with all the right answers.

From Start-ups, to small, mid and at large-sized businesses, owners must be able to provide and dedicate their level of expertise to their business at all times in order to remain solvent, successful and profitable. We take the stress off of the owner and will provide the level of expertise needed so that the owner can run their business successfully without worry.

OAKHILLS, can provide financial solutions for the owners as well as their employees. These solutions can range from implementing how to start the right type of corporate paperwork, to setting up a retirement plan. We offer a wide arrange of products and solutions to meet the everyday challenges of running a successful business.

Our Building a Business Foundation consists of the following, but no limited to:
  • Business Management
    • Aid in business oversight
    • Business confidant
    • Serve on the Board of Directors
  • Executive Compensation Plans
    • Split Dollar 
    • Key-Buy insurance
    • Executive plans to include bonus structures
    • Capital Maximization
  • Retirement Solutions
    • 401K plans (to include state/govt mandated plans)
    • Pension Plans
    • SEP and SIMPLE IRAs
    • 403B and 457 plans
    • Profit Sharing
    • Employee Exit Strategy Planning
  • Other Services
    • Group/Single Health and Medical plans
    • Group/Single Life Insurance plans
    • Group/Single Disability plans
    • Employee Separation counseling
    • Monthly Lunch and Learn on site for employees


don't know where to start?
we do.
​contact one of our professionals now.
​

Start Now
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Oakhills Financial Services

4590 MacArthur Blvd, Ste. #500
Newport Beach Ca 92606
P: (562) 665-1247
​F: (562) 309-8183
[email protected]

Registered Representative of and Securities products offered through Capital Synergy Partners, Member FINRA/SIPC
2860 Michelle Drive, Suite 150, Irvine, CA 92606.
Phone: (888) 277-1974
Oakhills Financial Services and Capital Synergy Partners are Unaffiliated Entities
  • Home
    • The Process
  • The Team
    • Additional Teammates
    • Recommended Partners
  • Personal
    • SMARTVESTOR PRO
    • Personal and Family Solutions
    • Life Insurance
    • Financial Planning
    • Retirement Planning
    • Estate Planning/Living Trust
  • Business
    • Insurance and Protection
    • Payroll
    • 401K and Retirements
    • Employee Benefits
    • Business Solutions
  • Carriers
  • Contact Us
    • Get a Quote
  • Join
  • Specialties
    • Capital Maximization
    • Legacy & Wealth Transfer
    • REAL ESTATE
    • Financial Literacy 101