Designer 401k+™
Designer 401k+ ™ is the best of both worlds for retirement planning. Combining the tax deduction provided by a defined benefit plan with the portability and flexibility of a defined contribution plan, you can make your business income work harder for you.
STEP 1
Getting to Know You
Getting to Know You
We take time to know detailed information about our clients: their risk tolerance, time horizon, investment experience, and financial situations. We evaluate their current and future income needs and their unique tax implications.
STEP 2
Creating Your Strategy
Creating Your Strategy
Your unique strategy is written, measurable, and targeted toward helping you pursue your investment goals and correcting issues found. We create a customized plan for you using tools like Morningstar, Instream, fee analysis, annuity stress testing, and 401(k) option analysis.
STEP 3
Following Your Path
Following Your Path
By touching base with our clients multiple times in the year, we keep them abreast of their current investment situation, check to ensure alignment with their risk tolerance, adjust and make course corrections for any life event or market changes that could affect their goals.
Our Story
We see everything we do as a way to be of service to others. From sophisticated, optimal financial guidance focused on high-value and cost-efficiency to our philanthropic work, our calling is to be of service to others.
Through our Independent Investment Advisory Division, we have access to a diversified investment universe, and we are not limited in the use of specific options or vehicles. This allows us to uphold our fiduciary duty to provide objective advice while continually putting your best interests first.
