?? While the strategy of a Pooled Employer Plan (PEP) is new, the concept is not new. As more businesses move toward this model to alleviate administrative burdens and improve their operations, we encourage you to check it out and see if it's the right fit for your business! We can help with that. Visit https://bit.ly/41XSVoC to schedule a consultation with one of our 401(k) advisors.
关于我们
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Securities offered through Registered Representatives of Integrity Alliance, LLC, Member SIPC. Advisory services offered through Accel Wealth Management, a Registered Investment Adviser. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Accel Wealth Management is not affiliated with Integrity Wealth. Registered branch addresses are 100 E. 2nd St., Suite 205, Cedar Falls, IA 50613, 5500 Fountains Dr. NE, Suite 201, Cedar Rapids, IA 52411 and 301 Oak Ridge Circle, Waverly, IA 50677. Representatives do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.
- 网站
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accelwealthmanagement.com
Accel Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 51-200 人
- 总部
- Waverly，IA
- 类型
- 私人持股
- 领域
- Retirement、401k、Wealth Accumulation、Personal Online Portfolio、Tax Efficient、Management Strategies、Personal Insurance、Business Wealth Accumulation、Business Exit Planning、Business Insurance、Retirement Plan Consulting、Fiduciary Governance、3(38) Investment Management、Participant Communication 、Executive Strategies和Benefits Of Choosing An AIF
地点
Accel Wealth Management员工
动态
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Debt can sneak up on you and feel overwhelming. Read more on our website about how you can start making progress toward paying it off! https://lnkd.in/geQ52UVp
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? There's still time to register for tomorrow's webinar! We'll cover the differences between 401(k)s, IRAs, annuities, HSAs, and more. Sign up at https://lnkd.in/g_ENWFJp!
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?? Have you heard of the 50-30-20 rule for budgeting? In this model, 50% of your paycheck goes toward essentials (mortgage/rent, insurance, groceries), 30% toward fun (travel, dining out, clothing), and 20% toward saving (emergency fund, investments, retirement fund). This can help you check in with your spending and distinguish between wants and needs. Need some extra assistance? Check out our complimentary budgeting tools at https://lnkd.in/gPCBN7sv. ?? #Budgeting #FinancialTips #BudgetTips
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?? A 401(k) is an asset for your company, just like a building or a piece of machinery. You must maintain and monitor it and make sure the proper safety features are in place! If you're tired of the legwork that goes into managing a retirement plan, learn more about our Pooled Employer Plan solution at https://lnkd.in/gy-3Z3Cy.
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Last Friday, we had an incredible time recognizing Employee Appreciation Day with a happy hour celebration! We're so thankful for the hard work, dedication, and energy our staff brings every day. Cheers to an amazing team! ???? #InsureYourMoment
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There are a lot of exciting things happening over here at Accel Wealth Management. ?? We're now on Instagram! Follow us for more tips, industry updates, and fun! ?? https://lnkd.in/gC4dEiNq
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?? It's that time of year! Are you trying to plan a summer vacation without breaking the bank? We have some tips for you! ??Set aside some money in a vacation fund throughout the year! ??? Be flexible with travel dates to find the best price. ? Find free activities, such as a farmers market or free park/museum. ?? Consider using some of your credit card rewards to help fund your trip. ?? Read more at https://lnkd.in/gd6-APb9.
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HR professionals and business owners - are you tired of all the stressors that come with compliance testing season? From questionnaires to reporting, we know how time-consuming this process can be! Our Accelerated Retirement Advantage Pooled Employer Plan (PEP) might be the right fit for you. Learn more at https://lnkd.in/gy-3Z3Cy.
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