401k
PLANS
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Collaborating closely to design and implement a retirement plan that aligns with the employer's goals and meets regulatory requirements, including selecting appropriate plan features, contribution structures, and vesting schedules.
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Carefully selecting and monitoring investment options for the plan, ensuring a diversified range of choices that suit participants' risk tolerances and retirement goals.
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Ongoing education and support are provided to both the employer and plan participants, including ongoing management, compliance monitoring, enrollment assistance, and financial advice.
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An annual presentation is delivered to the entire firm to keep participants educated and updated on the plan. Additionally, individual meetings with employees are offered to create customized financial plans.
1
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​We start by reviewing where you are today, and what you are looking to achieve in the short and long term.
Discovery
2
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Taking your goals and current situation into account, we develop a personalized financial plan to achieve your goals.
Customized Planning
3
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We work together to implement the action items in your financial plan.
Implementation
4
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We monitor your progress and keep you updated with new opportunities to enhance your initial plan. We proactively check in with you, and we are just a text away from you.
Lifelong Review
