When the time comes to consider retirement planning, we are the company that Westminster residents can rely on to get them going in the proper direction. Most employees can’t rely on pensions like they did in generations past, in fact, the responsibility has shifted to employees. Our retirement saving specialists can help you set up a personal retirement plan custom to your needs. If you are an employer setting up a retirement plan for your Westminster employees, we can help with that as well.
People in Westminster used to rely on their companies to provide pensions for them when they retired, and because of that, employees didn’t have to handle their own retirement planning. The company would guarantee retirement income through the entirety of the retired person’s life through pensions. Some companies still offer pensions, but not many. There are companies that offer 401 (k) plans, but those are mostly customer funded. There has been a great shift in fiscal security in retirement from employers to employees. Understandably, employees have questions, so when you need solutions to your retirement financial planning needs, know that we are here to help.
Proper retirement financial planning is the key to an enjoyable retirement in Westminster. Time can be either your worst enemy or greatest asset. We will walk you through every step of saving for retirement and draw up custom retirement plan to your situation. We’ll look at the traditional IRA or the 401 (k) and discuss which is right for you and why. Our Westminster retirement savings experts will deliver hard numbers, how much you’ll have to put aside to retire the way you want. If you worked for a defunct company, we can even help track down lost pensions.
So, your Westminster company has decided to offer retirement benefits to your employees. You may be asking: what comes next? If so, you should know that our digital platform allows a custom retirement financial planning solution that is tailored to your company and its employees. There are certainly legal obligations that come with offering saving for retirement services, our company provides ERISA Section 3(16), 3(21) and 3(38) fiduciary investment services. We do all of this while offering completely transparent fees. We’ll help you set your Westminster employees up for great retirements.
At MWM, we’re a financial advisory firm dedicated to serving millennials in Westminster. Our comprehensive financial planning service is unique—a true partnership between the firm and the client. We believe no two client relationships look the same because not everyone has the same financial position, goals, or life circumstances. If you want personal attention with a true understanding of your current financial situation and a plan to reach your future goals in Westminster, then give us a try. We promise always to put your interests first, which is the commitment we made when we took the fiduciary oath.