Kurt puts a
personal stamp on everything he does - a level of commitment that can
make a big difference in helping you get the most out of your benefits
dollar. With decades of 401(k) planning insight, he has the ability to…
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| Meeting with business owners, HR
managers, and individual employees, Kurt builds personal, long-term
relationships that foster confidence. | |
- Design and implement a
customized plan based on employer and employee needs.
- Analyze and compare vendor
fees and performance.
- Guide you in making informed
decisions on your existing plan to transform it into a
quality, cost-effective retirement program.
- Hold employee meetings to
show your workers how to take optimal advantage of their 401(k) plan.
- Provide quality administrative
support to ensure you stay in full compliance of ERISA.
Let
Kurt Finkbeiner show you how to potentially maximize the
effectiveness of your retirement plan. Call him today. | |
Securities offered
through Hazard & Siegel, Inc. (member FINRA/SIPC) 5790 Widewaters
Parkway DeWitt, NY 13214. Kurt Finkbeiner, CFP® is a registered
representative of, and offers securities through, Hazard & Siegel,
Inc. (member FINRA/SIPC).
Kurt Finkbeiner Retirement Strategies, LLC is independent of Hazard
& Siegel, Inc.
Certified Financial Planner Board of Standards
Inc. owns the certification marks CFP , CERTIFIED FINANCIAL
PLANNER and  in the U.S., which it
awards to individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.
Disclosure Statement
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