How can Katie help?
Conduct individual review Meetings via phone or Zoom
Create savings Strategies for your 401(k) plan
Help with enrollment and login questions
Assist getting money into and out of your account
Start Early & Stay Committed
The key to saving for retirement is to start early and stay committed. Making the choice to invest in yourself by contributing to your employer sponsored retirement plan is a decision that can have a big impact on your ability to retire confidently.