Samuel A. Ramirez & Co., Inc. Business Services can assist businesses by offering
solutions to most problems faced in today's fast paced business environment. We
offer solutions in Cash Management, Retirement Planning Services and Insurance Products.
Our goal is to help businesses retain their best employees and make the company's
cash grow with creative cash management techniques.
Retirement Planning
Ramirez & Co. Financial Consultants are prepared to discuss your company's retirement
needs. Whether you seek advice on starting a new retirement program or enhancing
and reviewing your current plan, our Business Financial Planners have timely advice
and creative ideas to benefit your company. Whether it is a 401(k), 403(b), 457
plan or the Individual 401(k), we work hand in hand with your company to help you
structure a plan that best meets your needs. Click to see
brochure or
comparison chart.
Insurance
Protecting the business you created is an integral component of your business plan.
A Ramirez & Co. Business Insurance Planner will speak with you about the life insurance
plans available to you and your business. (
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for more info)
- Group Disability
- Sponsored Disability
- Buy-Sell agreements, Disability
- Group Long Term Care
- Sponsored Long Term Care
- High Early Cash Value Life Insurance
- Key Person Insurance
- Business Continuance Insurance
Business Prestige
Platinum Account
A Ramirez & Co. Prestige Platinum Account can offer a multi-faceted money management
solution. The Prestige Account is a checking and investment account with many features
to maximize your personal finances. (
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for more info)
Features Include:
- Checking
- Electronic Funds Transfer
- Collateralized Lending
- Unlimited Investment Options
- Automatic Cash Sweep Feature
- Overdraft Protection
- Interest Bearing Money Market
- Lines of Credit
- Visa Debit Card
- Monthly Statements and Year-End Tax Reporting Statement
- Balances Update Daily