Clear solutions in a complex world^®

The Mohr Group

12555 High Bluff Drive
Suite 205
San Diego, CA 92130

ph: 858.755.3838
toll free: 800.479.4001

The Planning Process: Business Planning

Business Owner Planning

Tell us your situation and we'll help you develop clear and understandable solutions. Whether the need is for establishment of a company retirement plan for 3, 30 or 300 employees we can help. Our areas of expertise include:

401(k) Plans
Single 401(k) Plans
Simple IRA or SEP IRA
Buy-Sell Agreements
Key-Man Life Insurance
Disability Income Insurance
Successor Owner Planning
Group Medical Insurance

We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Arizona, Arkansas, California, Colorado, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Minnesota, Mississippi, New Jersey, New York, North Carolina, Oregon, Pennsylvania, Texas, Virginia, Washington, Wyoming

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.