FINRA Brokercheck
FINRA is the main governing organization of advisors that sell securities. You can check with FINRA on the financial professional you plan to work with.
Saving for Retirement Calculator
Also known as your FIN (Financial Independence Number), it is good to know how much you need saved before you can retire.
Dave Ramsey Investment Calculator
Now that you know your FIN, how long will it take for you to reach your goal? Use this calculator to quickly find out just how much you need to save each month.
Additional Resources
Other great resources related to employer sponsored retirement plans can be found on our subsidiary website, 401k Educate.
Want to get the process started? Let's connect.
The first step to taking control of your financial future is starting the conversation. It's super easy to schedule a 30-minute phone visit. Just pick a time that works for you. I look forward to visiting with you.