"Someone's sitting in the shade today because someone planted a tree a long time ago."
“Not to reach one’s goals is not nearly as bad as having no goal to reach.” -Benjamin Mays
"Expect the best. Prepare for the worst. Capitalize on what comes"
Registered Representatives offer securities and advisory services through various Broker Dealers
HIGHLIGHTS INCLUDE: • Powerful information that could potentially save you thousands in taxes and fees • Tips to help put you one step ahead in your retirement preparations • Critical mistakes that cannot be corrected (and how to avoid them)
Long-Term-Care Protection Strategies
Wherever you go, we'll go there with you.
While the Department of Labor does not have a formal requirement for doing Requests for Proposals (“RFP’s”) and benchmarking their 401(k) Provider, it is recommended that plan Committee’s conduct a formal RFP at least every 3-5 years.
Wellbeing workshops and webinars designed to empower your staff with insight and tools to make positive changes to enhance, empower and inform.
“Dirty Dozen” Tax Scams to Watch For