About

1-800-401K PLAN.COM, LLC is a reputable financial planning firm that specializes in retirement planning. With over 20 years of experience, the company has successfully assisted thousands of clients in reaching their financial goals. They offer personalized retirement planning services tailored to each client's unique needs and goals. Additionally, the company's team of experienced financial experts provides comprehensive financial advice to individuals and businesses. They work closely with clients to understand their financial situation and make informed investment decisions, while also regularly reviewing and adjusting portfolios to accommodate changing market conditions. The company also offers ongoing support and guidance for various life events and financial challenges. 1-800-401K PLAN.COM, LLC has a fiduciary duty to act in the best interest of its clients. This means they are legally obligated to make decisions solely for the benefit of their clients, without any conflicts of interest. The company is transparent in its fee structure, charging a percentage of assets under management, and does not have any hidden fees or commissions. Their team of highly qualified financial experts comes from diverse backgrounds and specialties, bringing a comprehensive approach to retirement planning. They work with individuals, small business owners, corporate executives, and high-net-worth individuals. Overall, 1-800-401K PLAN.COM, LLC is committed to building long-term relationships with their clients and helping them achieve their financial goals every step of the way.

Key Takeaways

Offers personalized retirement planning services tailored to each client's unique needs and goals.
Helps clients understand their current financial situation and provides guidance for making informed investment decisions.
Works closely with clients to develop a retirement portfolio that balances risk and potential returns.
Regularly reviews and adjusts client portfolios to accommodate changing market conditions and client needs.
Provides ongoing support and financial guidance to help clients navigate various life events and financial challenges.

Facts & Insights

1-800-401K PLAN.COM, LLC has been in business for over 20 years and has successfully helped thousands of clients plan for their retirement. With a strong commitment to providing transparent and ethical financial advice, the company has built a reputation for being a trusted advisor in the industry.

Assets, Advisors & Tenure

Assets Under Management: $500 million
Number of Advisors: 10
Time in Business: 20+ years

Financial Services Offered

Retirement planning
Investment management
Estate planning
Tax planning
Insurance planning

Client Types

Individuals
Small business owners
Corporate executives
High-net-worth individuals

Fees & Compensation

1-800-401K PLAN.COM, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that the company's interests are aligned with those of its clients, as the fee is tied to the performance of the client's portfolio. The company has a transparent fee structure and does not charge any hidden fees or commissions.

Background

The team at 1-800-401K PLAN.COM, LLC comprises highly qualified financial experts with diverse backgrounds and specialties. The company takes a comprehensive approach to retirement planning and is committed to providing expert advice and guidance to its clients. With a focus on building long-term relationships, the company strives to help its clients achieve their financial goals every step of the way.

Disclosures

1-800-401K PLAN.COM, LLC has a fiduciary duty to act in the best interest of its clients. This means that the company is legally obligated to make decisions that are solely in the best interest of its clients, without any conflicts of interest. The company also provides full disclosure of any potential conflicts of interest and ensures transparency in its fee structure and investment recommendations.

Firm Facts

Primary Business Name: 1-800-401K PLAN.COM, LLC
Organization CRD: 134180
Legal Name: 1-800-401K PLAN.COM, LLC