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Know all of your options for your retirement plan!
Heritage Financial Website: https://www.heritagefinancialaz.com/
Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your work retirement plan than you realize, including 401k, 403b, and 457 plans?
A self directed brokerage account, or SDBA, allows you to utilize a third party money manager. About 40% of employers allow this in their retirement plans, including some large companies in the area, including ASU, U of A, and Intel.
If you don't have this option through your employer plan, there are other tools offered by Heritage Financial and Howard Capital Management.
The 401K Optimizer Plan is an overlay tool that will look at the options available to you in your retirement account, recommend an initial investment, and provide ongoing advice as well.
Howard's Guided Retirement Plan takes the pressure off of the investor and actively manages your portfolio.
For more information about any of these services, Howard Capital Management and Heritage Financial work together, and you can contact Shanna at https://www.heritagefinancialaz.com/
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By Shanna Tingom AAMS CDFA, Shanna Tingom, Jon Gay
5
22 ratings
Heritage Financial Website: https://www.heritagefinancialaz.com/
Today, Shanna Tingom is rejoined by Hayden Gerwien of Howard Capital Management. Did you know that you may have more control of your work retirement plan than you realize, including 401k, 403b, and 457 plans?
A self directed brokerage account, or SDBA, allows you to utilize a third party money manager. About 40% of employers allow this in their retirement plans, including some large companies in the area, including ASU, U of A, and Intel.
If you don't have this option through your employer plan, there are other tools offered by Heritage Financial and Howard Capital Management.
The 401K Optimizer Plan is an overlay tool that will look at the options available to you in your retirement account, recommend an initial investment, and provide ongoing advice as well.
Howard's Guided Retirement Plan takes the pressure off of the investor and actively manages your portfolio.
For more information about any of these services, Howard Capital Management and Heritage Financial work together, and you can contact Shanna at https://www.heritagefinancialaz.com/