Businesses

SEG works with businesses of all sizes to "green" your finances. We offer the following services for business owners:

Cash Management Accounts

Competitive yields
Total liquidity
Tax-free choices

Retirement Plans

Complimentary review of your current plan
Socially responsible and traditional choices
SEP and SIMPLE IRAs
Regular and Roth 401(k) and 403(b) plans

Advice for Employees

Traditional, Roth and Rollover IRAs
College funding - 529 plans, Educational IRAs
Tax-free and tax-credit investing
Customized money management

Learn about our other services here.

Financial Planning | Asset Allocation | Portfolio Management
Business | Non-profit | Banking

© Copyright 1997 - 2007 Social Equity Group (SEG) - SEG is a Registered Investment Advisor.
Registered Representatives of and securities offered through Financial West Group, Member FINRA, SIPC. SEG and FWG are unaffiliated entities.

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