401(k) Plans

Your 401(k) plan may be your largest asset, larger than your home.  However, most individuals pay little attention to this treasured asset.  To increase your odds for a successful and confident retirement take time and get advice on setting up your plan.  Our goal is to help you live a purposeful retirement. 

    For Employees.

    • Investment selection and asset allocation.
    • Contribution amounts.
    • Beneficiary designations.
    • Income distributions.
    • Income planning.
    • 401(k) and IRA rollovers.

    For Employers:

    • Educational workshops for employees.
    • Financial Planning for employees.


    The plans of the diligent lead surely to abundance... ~ Proverbs 21:5