Financial Directions LLC, an independent advisory firm, is dedicated to the individual investor and small business owner. We provide personalized client service that is unusual at larger brokerage or banking organizations. We offer a full range of brokerage and retirement accounts. As your advisor we are a personal resource and a crucial part of your support team moving you toward financial success. Working with someone you trust and who knows you on a personal level is how our independent, client-focused perspective is designed to help you meet your needs.
Believe it or not, an efficient retirement plan committee does not happen by chance. The “best practices” your committee upholds form the foundation for a prudent process creating an opportunity for employees to pursue their retirement goals. Companies of any size can benefit from a consistent process and should consider implementing a few of the tips below. Evaluate What’s Established If you have a company 401k plan and you are on the retirement committee, then you