There’s More to Comprehensive Retirement Planning than Your Company’s 401(k) Plan
By Blake C. Adams, MBA, CPFA
A 401(k) plan is only one component of planning for your retirement. We’re honored that companies across South Louisiana choose Darnall Sikes Wealth Partners to operate their employer-sponsored retirement plans, but did you know that our team provides helpful financial advice for individuals and families, too? It’d be our privilege to care for you personally. We want to help ensure you’re ready for retirement- or whatever comes next.
When your company delivers a 401(k) plan through Darnall Sikes Wealth Partners, employees receive a complimentary, no obligation consultation for comprehensive financial plans. The best part is that our services can occur virtually by phone or by Teams.
Our personal financial planning services include:
• Mapping out a plan for how, when, and where you can comfortably retire, including but not limited to your 401(k) savings
• Assisting with budgeting and debt management for your household
• Managing your diversified investment portfolio
• Helping you plan college savings for your kids
• Protecting your assets and loved ones through insurance and estate planning
If the uncertainty of 2020 taught us anything, it’s that having a complete – but flexible – plan in place is crucial to the financial health of our families and businesses. The last quarter of the year is a great time to revisit your plans for the new year and all the years to come.
At Darnall Sikes Wealth Partners, we believe that a tax-smart financial plan tailored to your individual circumstances is key to pursuing the future you envision. This is why we also offer in-house tax planning and preparation services.
We’d love to schedule time before year end to make sure you and your family are comprehensively prepared for your next chapter. Let us know how we can help.