Our Trusted Partners

Kaye Capital Management

Mission & philosophy – You work to live well. You work hard to earn your money, and your money should work as hard for you. Helping you manage, grow and preserve your wealth is what we do best. The team of financial professionals at Kaye Capital Management (“KCM”) is committed to helping you obtain financial security and independence. Through competent and caring financial guidance, investment management and personal service, we take a holistic approach to make sure your money is working for you as it should. This 360 degree view of your financial situation puts us in a unique position to help keep you on the right path.

Kaye Capital Management specializes in:

  • Financial Planning
  • Investment Management
  • 401k Plans

Bernstein Financial

For over 20 years Bernstein Financial Services, Inc. has been providing quality individual and business tax preparation. Bernstein Financial Services, Inc.’s expertise ranges from basic tax preparation and accounting services to more in-depth services, such as tax audits, cash flow and financial planning, and estate and gift tax planning.

Our Mission
Our mission is to help clients maintain financial viability in the present while taking a proactive approach to achieve future goals. This requires open communication to reach an understanding of our clients’ needs, thorough research, and sound analysis. Bernstein Financial Services, Inc. is dedicated to meeting these goals with high standards of excellence and professionalism.

Paul Davis Insurance Services

Paul Davis Insurance Services has been providing sound advice to their clients for more than 55 years. We have been recognized for providing value to our clients with honesty and integrity that is above reproach.

Paul has spent much time to become very knowledgeable on plans available for those eligible for Medicare. He can help you wade through the stack of materials you have received.

Independent Agents representing most of the major carriers. We can also help you with: Life Insurance, Disability Insurance, Long Term Care Insurance, Individual Health and Dental Insurance and employee benefits.

Dan Saks

I have more than 20 years of experience in the insurance business. My practice emphasizes the personal, business and estate planning applications of individual life, disability, long term care and individual medical policies. I have an understanding of the tax implications of the purchase of these policies. Most of my clients are owners of businesses, high net worth individuals or professionals.

Payroll Providers

Payroll Providers offers easy-to-use, effective and affordable solutions for accurate and timely payroll processing, giving you peace of mind that your payroll services are up-to-date and in good hands.

Established in 2004 and located in Valencia, California, Payroll Providers is a locally-owned and operated organization that works with small, medium and large businesses throughout the nation. We appreciate the value of connecting to a human being when you need support – and work closely with you to create a customized workflow and communication system that best supports the way you want to work.

Our staff of experienced payroll professionals offers corporate-level expertise when it comes to constantly changing regulations, withholding rates, and government forms, all delivered with exceptional customer service and customized solutions that best fit your business structure.