Regularly reviewing finances is essential. As a retirement plan sponsor, encourage your employees to use an annual financial checklist. Get their families involved for added benefits. Making small adjustments yearly can boost confidence and financial well-being.
Empower your employees to take small steps that can make a huge impact, reinforcing that proactive annual adjustments promote confidence and well-being for their financial futures.
CURTIS S. FARRELL, CFP®, AIF®
949.455.0300 x222
cfarrell@fmncc.com
ARAN SAHAGUN, CRPS®
949.455.0300 x210
asahagun@fmncc.com
Investment advisory services are offered by Financial Management Network, Inc. (“FMN”) and securities offered through FMN Capital Corporation, (“FMNCC”), member FINRA & SIPC.
This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.
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