Are you hungry for more business?

Bring your appetite for success.
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NAPA award for micro plans
NAPA award small plans

The landscape is changing for small businesses.

Over 650,000 businesses in Colorado are being impacted by Colorado SecureSavings. It’s a tidal wave of opportunity for financial advisors!

You can establish a successful advisory practice by learning the methods that are effective in today’s economy.

During this informative session, you'll learn:

401k plans for small businesses
Karli Maughan

Seating is limited.

Reserve your spot at the table.

Please join us for a 


Seasons 52

8325 Park Meadows Center Dr

Lone Tree, Colorado

sponsored by 401GO and Heartland Payroll


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Here's how it works.

The setup process is easier than you think.

solo-k setup

Step 1: Account Setup

Create an account with your name, your business name, and your EIN or SSN.

set up a solo 401(k)

Step 2: Plan Design

Answer a few questions about plan design, and then check the assumptions we made.

solo 401k plan

Step 3: Sign Documents

Sign your documents, connect your bank account, and you are ready to begin contributing!

Are you ready to begin your savings journey?

Join the waitlist and we will notify you as soon as your IRA is ready.

Let's start your solo 401(k) plan.

Don't worry, we'll have you out of here in 15 minutes.

Automating everything but relationships.

Automated platform, human support.

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