Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Please consult a professional Financial Advisor, CPA, Tax Professional and/or attorney before implementing any of the approaches or strategies made referenced directly or indirectly in this report.
As applicable, please contact your current or former employer’s Human Resources Department, Plan Administrator, and other similar professionals to better understand the benefits available in a company sponsored retirement plan. Hiring a qualified advisor and/or financial planner does not guarantee investment success, and does not ensure that a client or prospective client will experience a higher level of performance or results. All investment strategies have the potential for profit or loss.