Portfolio & Retirement Consulting
Financial Planning & Portfolio Consulting
Read More
Praesent commodo cursus magna, vel scelerisque nisl consectetur et. Aenean eu leo quam. Pellentesque ornare sem lacinia quam venenatis vestibulum. Maecenas sed diam eget risus varius blandit sit amet non magna. Morbi leo risus, porta ac consectetur ac, vestibulum at eros.
Financial Planning & Portfolio Consulting
Read MoreInvestment strategies for non-accredited and accredited investors.
Read MoreMost 401(k) plans set-up before 2020 are expensive and have significant investment limitations. Technology and innovative plan design has changed what is possible. I have partnered with Employee Fiduciary to offer 401(k) plans that are full service, extremely low cost, offer a very wide range of investment choices and a portfolio managed by me that participants can choose. I offer 401(k) plans that are designed to be low cost and offer top ETF investment options. Let me show you what is now possible with a free 401(k) plan review and proposal. Here’s what you will get: A fiduciary standard applied throughout the process. An objective review of your current retirement plan. A 401(k) proposal with no commissions and no hidden fees. Low fees on the 401(k) plan itself – often 50-70% less expensive than pre-2020 plans . Low fee ETF investment options – often 30-50% less expensive than mutual fund style subaccounts. Custom plan design – including Safe Harbor, profit sharing and loan provisions available. Dedicated service team – talk to the same people every time. Multiple investment strategies for different risk tolerances and objectives. Bluemound Sustainable Growth model portfolio managed by Kirk Spano. Contact me today for a free 401(k) review and proposal. A simple timeline and checklist for getting started. To learn more about getting started, contact me today and we can begin a conversation.
Read More