WMG Financial Advisors
Welcome to WMG Retirement Planning
"Planning for one's retirement does not happen by chance. It takes discipline, time, and commitment. At WMG, our commitment is to be your dedicated 401K resource ensuring that your retirement plan is a flagship benefit - one that your employees understand, value, and appreciate.
We look forward to being your valued partner in providing retirement plan strategies and creating a lasting relationship with you and your employees."
- LuAnn Jarnagin, Retirement Plans Director
A few things a responsible employer should consider...
Does your current advisor:
Conduct an annual review with you of your plan’s activity and investment performance?
Help you develop a compliance control book which includes both an investment due diligence and investment policy statement?
Review with you to help ensure you are fully compliant with ERISA, DOL and IRS regulations?
Get in front of your employees and offer suggestions on how they can maximize their 401K plan features?
Take your plan out to bid to make sure you have competitive pricing and are taking advantage any new products that may be suitable for your plan?
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