In addition to your current 401(k) plan, because you are a valued member of the Element2 team, the company has also retained my Financial Advisory services at no cost to you*. What does this mean for you? Because my services have been retained for you by the company, I am here to assist you with the financial planning needs of you and your immediate family (spouse, children, parents). Therefore, when you contact me by phone or email with any financial planning questions or concerns that you may have, you will never receive a bill. Below are some of the services that I can provide for you and your immediate family:
What would happen to your family's future if you didn't come home from work today? How would they manage financially? Do you want to provide financial security to those who matter most to you? If so, then life insurance is a good place to start.
If you have left your job or parted ways with your previous employer, you might be wondering what you should do next with your retirement account. Should you just leave it there? Cash it out? Roll it over? Determining which option is right for you is an important decision. If you would like to discuss which option may be best for you, let’s talk.
Do you rely on your paycheck to pay bills, support your family, fund retirement or cover expenses? What if you became too sick or hurt to work, and your income suddenly stopped? If you would still need your income, then you should protect your income NOW.
Whether you are just getting started with saving and investing, have multiple accounts from former employers that you would like to consolidate, or you are entering or in retirement and looking to ensure that you do not outlive your savings, my team and I are here to help.
Helping your children or grandchildren with college expenses can be one of the greatest gifts you’ll ever give. But as college costs continue to soar, early preparation is critical. By choosing a college planning strategy, you can make an investment in your future student that will last them a lifetime.
Because all consultations are complementary, free of charge and 100% confidential, I encourage you to contact me and take advantage of this valuable benefit that is being offered to you by Element2. Even if you are not currently participating in the Company’s 401(k) plan, the above services are still available to you.