Qualified Retirement Plan Allocation
Today, you can hold an asset in various ways like retirement, pension, 401k, or 403b current accounts. Unfortunately, not many financial advisors will pay you attention if you have none of these assets. Fortunately, that’s where we come in. Our way of work is different from various advisors. We consist of a team of seasoned experts in the financial industry who understands what you need to have a retirement asset. Our commitment and willingness to help you come up with and implement a retirement plan is unmatched. It is the reason we have gained so much trust and fame from our many customers.
We don’t intend to engage you for a while with your retirement plan. Our experienced, skilled, and dedicated staff will help you from scratch. We shall hold your hand before you even open an account with us and after you decide your retirement plan. We aim to help you succeed in all ways in having a qualified active retirement plan, meaning a relationship with you is forever!
We have put in place hourly consultations to give you insight into anything you need to know about a qualified retirement plan allocation. You are free to contact us anytime and book for an appointment. Despite your cash asset size, we shall help you manage it based on your goals and plan.
To the right, you will find our hourly consulting agreement, which entails the following;
- A face to face meeting with you where we introduce our company and objectives. We also discuss your goals and expectorations of the retirement plan. All these get done for free!
- We schedule a second in-person meeting with you after the first meeting. This meeting gets planned after the first meeting. We already know your objectives and goals by now, so we present our proposal to you for the services we think will help you achieve your goals. The second meeting is also done free of charge.
- We have a weekly Newsletter that we send to you when you attend these meetings with us. Every week, you get updates on the economy and markets through our Newsletter. You will enjoy reading relevant financial topics and plans, not forgetting webinar invites once in a while.
- Everything we shall agree with you about your qualified retirement plan allocation will get found in the agreement. All the follow-up topics, allocation, the plan preferred, and other aspects will get included in this agreement.