This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k). The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
Eligibility criteria - required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional's consumer complaint process.
Services
Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Walton Lourcey Wealth Advisors can help you every step of the way. Even if you have an MBA in business, financial matters can be daunting. In addition to managing and growing your money, the experienced staff at Walton Lourcey Wealth Advisors aims to provide a continued education that will strengthen our working relationship.
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future.
We come to work every day because we care about people and helping them plan and save for the future. Whether we are working with companies to design and implement retirement plans or meeting with individuals who are ready to start saving, our goal is the same. We focus on providing real solutions to achieve successful retirement outcomes and improve lives.
From analyzing investments, developing an investment policy statement, educating employees, selecting and monitoring diversified investments and annually reviewing investment options, a plan sponsor is faced with increasing responsibilities when managing their company's retirement plan. For more information about our firm and the services we offer, send us a quick email or call the office.
Complex weather events and political and global developments emerged, making the environment challenging for investors to navigate. To help you overcome these challenges, we've compiled a list of common mistakes and guidelines. We hope this benefits you and your loved ones.
This e-book examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.
This e-book examines the costs and benefits of attending college today in hopes of helping families and young Americans make appropriate education-related choices for their futures.
