For small businesses, the financial needs will vary by company.  Pebble Valley Wealth Management can
provide the following services to small businesses:

Retirement Plan Strategies that would best fit the needs of both the owner and employees.

Health Savings Accounts including the tax benefits for the participants and appropriate investment
considerations.

Investment Management of the general assets of the company or funds for a particular goal.

Financial Education for employees which would help them better understand employer provided
retirement plans.

Risk Management advice on various risks facing small business owners ranging from insurance needs
to the impact of financial markets on their business.

The client can choose to have the services combined with ongoing investment management for an
annual fee based on a percentage of the assets being managed or on a retainer basis based on the
types of services needed.