COMPREHENSIVE FINANCIAL PLANNING
While developing a customized financial program, we will walk you through a step-by-step process designed to help you feel confident in your decisions.
Once your goals have been established, our strategy is to customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
•Disciplined Investment Portfolios driven by the financial plan
•Insurance and annuity product analysis
•Annual meetings designed to keep our clients plans current and focused
•Customized "LIVE" Financial plan that is updated daily and accessible 24/7.
For more information about comprehensive financial planning, please contact one of our Investment Advisor Representatives:
QUALIFIED RETIREMENT PLAN SERVICES
DMJ Wealth Advisors, LLC serves as Investment Advisor to employer-sponsored qualified retirement plans throughout North Carolina. Our in-house Qualified Plan Specialist, W. Brad Mann, JD, QPFC, leverages his experience and education along with additional resources within and without our firm to offer services, including:
- Plan design consulting to accomplish important employer objectives such as cost-effective maximization of benefits for business owners
Plan investment menu recommendations and monitoring made according to a conflict-free standard of care as an ERISA 3(21) co-fiduciary
Participant education, accomplished through one-on-one sessions at a deeper level than the traditional group meeting model employed in the industry
Group enrollment meetings with newer employees prior to their entry into the plan to walk them through the enrollment process and important plan design provisions
Expertise at working with the employer’s day-to-day contact to facilitate smooth plan operation