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Listing Details
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We provide 401(k) plan management, employee rollover stategies and risk management planning for owners and employees of small businesses in Central and Upstate New York.
Details: With over a quarter-century of industry knowledge and 401(k) planning experience, Kurt Finkbeiner has been instrumental in helping countless New York businesses provide quality, cost-effective retirement benefits to employers and employees alike.
Kurt’s personal, hands-on approach starts with listening to you. Really listening. By taking the time to find out about you, your company and its employees, he’s better able to customize a 401(k) plan to meet your company’s unique needs and goals.
When you change jobs or retire, the choices you make concerning your 401(k) funds can affect your quality of life. Kurt helps you choose responsibly. As a 401(k) plan rollover specialist, he’ll help you protect and strengthen your most valuable investment - your family’s long-term financial security and your ability to obtain an income you cannot outlive.
Through creative solutions, Kurt can help you and your employees implement self-completing retirement strategies with the goal of providing protection of principal and lifetime income. Unmanaged small risks can lead to adverse unintended consequences.
URL: www.kurtfinkbeiner.com
Category: Financial Services
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