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Planning for a Strong Financial Future by Darlene Van Beek

02 Apr Planning for a Strong Financial Future by Darlene Van Beek

Posted at 02:00h in GWG Blog by

Planning for a strong Financial Future means lots of things…
start with a Certified Financial Planner professional. Meet with me to find out why that should matter to you. I will assist you in creating a plan for your financial future. We will look at the following:

Create a Tax Strategy

Investment Management and Asset Allocation to match your goals

Review your Risk and Insurance needs

Plan for your Retirement

Business Owners – let’s also plan for your employees’ retirement!

 

DEFINED BENEFIT PENSION and EXECUTIVE COMPENSATION
25 Years of employee benefits expertise with… 401(k) and PROFIT SHARING

 

The value to you…

We’ll assist with employee education, interpret how regulations impact your plan, bring in other ERISA experts when needed to update legal documents and support you in your fiduciary responsibilities as the plan sponsor.

Is Your Financial Plan Complete? Come talk with me.

(770) 578-3555

 

 

 

Darlene Van Beek, CFP®, RFC.

Money Concepts Capital Corp. 
Financial Consultant
2985 Gordy Parkway
Marietta, GA 30066

Office: 770-578-3555
Mobile: 678-516-2479

DVanBeek@moneyconcepts.com
www.Moneyconcepts.com/DVanBeek

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