Eastwind Capital Wealth Management - Westerville, Ohio

921 Eastwind Drive,
Suite 101
Westerville, OH 43081

Retirement Plan Consulting

Retirement Plan Consulting

| June 18, 2020

Gain More Control Over Your Employer-Sponsored 401k or 403b Plan 

Here’s the situation: Your employer offers an advantageous retirement plan and you take full advantage of it every paycheck. However, how much say do you actually have in the matter outside of simply adjusting your risk level? When it comes to your company-sponsored 401k or 403b, you deserve a customized retirement plan that works for you! The experienced financial advisors at Eastwind Capital Wealth Management in Westerville, OH give you that control, along with greater insight into your retirement plan. 

Take Control Over Your Plan Today!

Retirement Plan Management Beyond A Digital Dashboard 

The keys to an effective plan are proactive planning based on the current market and custom strategies based on your goals. A routine report via email and automation across the board won’t get you there, but Eastwind will! We’ve compiled a variety of 401k and 403b management services to help you make the most of your employee-sponsored retirement plan.

These include: 

  • Investment Consulting 
  • Retirement Readiness Assessments 
  • Retirement Plan Design 
  • Plan Governance 

Consultation & Collaboration: How We Help Get You To Where You Want To Be 

Our goal is to be your long-term trusted advisor - and that all begins with a one-on-one consultation. During this time, we ask individualized questions that allow us to understand your specific goals and unique financial situation. We will also identify potential mistakes or areas that aren’t being used to their greatest potential and offer strategies to help you remedy these lapses. We get to know you - the person and the investor. 

And remember: Employer matches still take place - we help you make the most of it! Your account will still stay with your employer and you'll be able to benefit from the additional support from Eastwind as long as you remain an employee. 

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Build Your Own Strategy & Get Personal Oversight With Eastwind 

When it comes to financial services, third parties and outside vendors can sometimes cause bloat - but that’s another area where we separate ourselves from the rest. Instead of adding to the confusion of the process, we simplify matters and ensure you’re getting the most out of your money.

We give you control. We give you options based on analytics, data and your personal goals. We give you peace of mind, knowing your money is going to bolster your legacy and protect your family instead of sitting idle, collecting dust or being funneled into investments that aren’t paying off in their fullest potential.  

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