Financial Planning Made Simple
Straightforward personal wealth management and 401k administration that simplifies your life.
What we do
When it comes to personal financial planning, there’s probably a lot you don’t want to do. Here’s the good news: you don’t have to.
If you’re here, you’ve probably clicked around on other financial planning sites wondering, “What makes you different from the last guy I looked at?”
- We’re a fiduciary which means we’re not here to sell you specific products and will always work in YOUR best interest.
- Beyond our initial meetings, our clients love the fact that they can delegate everything over to us and contact us when they need to.
- That said, we stay in regular communication with our clients without taking up a bunch of their time.
- We understand that your biggest fear is running out of money in retirement; we work with you to help ensure that doesn’t happen.
As a 401(k) administrator, you’re ready for a system that actually works. Let’s make that happen.
- We’ll help you move from the advisor you’re currently working with who isn’t giving you the involvement you’re looking for OR we’ll help you start from scratch.
- We’ll create a process specific to the needs of your organization using the Plan Simple Financial Wellness service model
- You’ll rest easier knowing that there are checks and balances in place that always keep you informed.