No Administration No Implementation Makes For A Worthless Plan

No Administration No Implementation Makes For A Worthless Plan

No Administration = no plan

Is your plan full of empty pages? For a plan to work it must have administration

Administration is the Key to Plan Success

When a Client walks in our office the first item we look at is the funding page or we simply ask them is this plan funded? The Answer is usually NO, and sadly they are holding a worthless stack of papers. Can this be fixed? Well, yes it can but it will take some time and work on your part and administration on our part. First you need to understand what PLAN you actually have and what was it designed to accomplish. From that point we can then see about putting your assets into the plan and ensuring they are properly administered.

http://trust-cfo.wistia.com/medias/5rswqavtic?embedType=async&videoFoam=true&videoWidth=640

Lack of Plan Implementation Kills A Good Plan

Of course there is a solution but it takes work,
time and effort and we help walk you through that process.

 

Make sure and read and watch how we can fix the retirement income gap for doctors

Diagnostic Calculator