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The 6 Steps To A Successful Retirement – Thank You Page

Thank you, Here is your download Link: The 6 Steps To A Successful Retirement Guide DOWNLOAD LINK Hi, I’m Elliot Kallen, your Fiduciary Financial Advisor. With over 25 years of financial experience, I’ve helped hundreds of clients protect and build their retirement nest egg. I believe that no two clients have identical financial circumstances or …

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401(k) Rollover

We make 401(k) rollovers easy. 401(k) rollovers don’t have to be complicated or time-consuming. Let us take care of your retirement plan. Let’s Talk About Your Retirement Considering a 401(k) Rollover? Are you… … recently unemployed? … transitioning into a new job? … looking for more, and better, investments? … in need of personalized investment …

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A Quick Comparison Between 401(k) and Roth 401(k) Plans

A Quick Comparison Between 401(k) and Roth 401(k) Plans The traditional and Roth 401(k) IRAs are popular tax-advantaged accounts that help you make the most out of your retirement savings. These plans differ in employer contributions, investment options, and tax treatment. Someone offering financial planning services will tell you that when you employer offers both …

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Wealth Manager vs. Financial Planner: Which One is Right for Your Company?

Wealth Manager vs. Financial Planner: Which One is Right for Your Company? When handling your finances, doing everything alone can sometimes feel intimidating—especially when trying to come up with a strategic plan for your business. The good news is there are financial experts who are always ready to give you sound advice based on your …

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401(k) Best Practices Model

Our Pledge… • Monitor investment options and provide analytical reports to the Investment Committee • Recommend changes to the plan’s investment options when needed • Frequently monitor participant-directed activity and provide necessary education • Oversee distribution of enrollment materials and confirm required notices are provided to eligible participants • Prepare a customized Investment Policy Statement …

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401(k)/403(b) Firm Fiduciary Checklist

Prosperity for your business… 1.) Recommends that your Record Keeping Platform offer (3)21 Protection. 2.) Recommends that your Record Keeping Platform employ outside (3)21 or (3)28 Fiduciary Tools from either Wilshire, Mesirow or Morningstar. 3.) Prosperity Financial Group offers additional (3)21 Fiduciary Protection by: a.) Monitoring investment options no less than annually and providing analytical …

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