Dave WoggonPresident & Senior Funding Advisor
Phoenix Funding Source
(608) 797-3227

How Can I Help?


  • Assist in transferring money from New Company 401K into your business checking account.
  • Provide on-going service to administer the 401K Plan, keeping your plan in compliance with the IRS.



  • Setting up a C-Corporation entity, including Articles of Incorporation, Corporate EIN & 401K Plan EIN & Corporation Binder/Kit.
  • Assist in setting up Company 401K and rolling over current funds into the new Company 401K