"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)
Your Cash Flow Statement
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