Law Office of Michael W. Owens

FuturePlan by Ascensus, formerly known as Means & Associates LLC, is a leading national TPA firm based in San Diego, CA. As a fully independent and neutral TPA, they provide innovative plan design, administration, and compliance services to plan sponsors and advisors across the country. With a strong network of experts and partnerships with over 30 recordkeepers, FuturePlan offers high touch, responsive service backed by the strength, security, and technology investment of Ascensus, a leading national firm. Committed to putting people first and upholding the values of quality and integrity, FuturePlan empowers advisors and plan sponsors to choose the recordkeeper and investment platform that best suits their needs. With their expertise and industry knowledge, they strive to deliver exceptional service and support to their clients, ensuring their retirement plans are well-managed and compliant. As a trusted partner in the retirement industry, FuturePlan is dedicated to helping clients achieve their retirement goals.Generated from the website

WCG Wealth Advisors, operating under the Octavia brand in San Diego, CA, celebrates five years of providing trusted financial guidance tailored to individual needs. The firm takes pride in its fiduciary responsibility, delivering lifelong partnerships that help clients navigate their financial journeys through comprehensive services such as wealth management, tax planning, and retirement strategies. Focused on building a supportive community, Octavia offers a coordinated team approach where advisors work collaboratively to simplify financial complexities. From securing retirement and managing life transitions to optimizing investment strategies, they strive to empower clients at every stage of life. Generated from the website