Secure Your Future with FULHART's 401K & 403B Services
Thinking about retirement strategies to maximize your future goals might not be the most important thing on your to-do list, but trust us, it’s important to format your retirement strategy in alignment to the goals you have. That’s where we come in. At FULHART, we’re all about making retirement planning less of a headache and more of a “heck yeah!” moment.
401K: Not Just Another Confusing Acronym
If you’re in the private sector, a 401K is the typical go-to for an reasonable retirement, but what if it could be a better or even great retirement. Here’s what we offer:
- •A plan that fits you like a glove (and saves you tax dollars)
- •Investment techniques for every style – whether you’re a risk-taker or play it safe
- •We’ll handle the boring stuff
- •We’ll teach your team about money without putting them to sleep
403B: Because Non-Profits Deserve Great Retirements Too
Working for a school or non-profit? We’ve got your back with 403B plans:
- • Save money and pay less in taxes (win-win!)
- • Flexible options, because life doesn’t always follow a strict plan
- • We’ll tackle the admin work so you can focus on changing the world
- • Personal guidance to make your retirement dreams a reality
Why FULHART? Glad You Asked!
- • We know our stuff (but we won’t bore you with jargon)
- • We fit the plan to you, not the other way around
- • Portal access to monitor and manage your account
- • We explain things in plain English and care about your success
- • We’re here for you, from day one to retirement and beyond
Look, we get it. Retirement planning isn’t exactly on everyone’s to-do list, but a strong strategic plan put in place should be a top priority to maximize your dreams during what can be the best years of your life. No one should worry about money when they should be enjoying their golden years. Let’s team up and make your retirement something to look forward to!
Take action to maximize your retirement assets by contacting FULHART today for a complimentary rollover consultation. We’re here to help you take control of your financial future and make the most of your retirement savings. You can speak with us today by clicking on the consultation link to book an appointment.