As an XYZ Co. partner, ARGI’s team of financial advisors and consultants serves as a resource for employees. Whether you have questions about your benefits or you need personalized financial advice, we’re here to help you better prepare for your financial future.
Understanding your XYZ Co. benefits can feel overwhelming. We’re here to help.
Your Personal Benefits Consultation
Your 30-minute review with an ARGI Financial Advisor will cover the following benefits:
- Your 401(k) Investment Options
- Pre-Tax vs. Roth 401(k) Contributions
- HSA Optimization
- Portfolio Allocations
- Life and Disability Insurance Review
- Retirement Readiness
Your Retirement Resources
RECORDKEEPER
For questions regarding:
- Website issues
- Password assistance
- Statements
- Loan administration
- Distributions
123.456.7890
ARGI 401(K) HOTLINE
For questions regarding:
- How much you should be saving into your 401(k)
- Whether you should be saving Pre-Tax or Roth
- Which 401(k) investment(s) or allocations are right for you
855.322.4015
PERSONAL BENEFITS CONSULTATION
Not sure if you’re maximizing your company benefits to meet your personal financial goals? Our benefits assessment will guide you through a series of questions and to schedule a consultation with an ARGI advisor.
We recommend taking this assessment after attending a benefits webinar.
Benefits Education
Are you taking advantage of your company benefits? In this presentation, financial advisors, Jim Trujillo, CFP®, PPC® and Nick Jackson, J.D., CFP®, discuss how your benefits can impact your personal financial plan and how to make better-informed decisions regarding your financial future.
Comprehensive Financial Planning
In this section, we would explain the specific details of services available to your employees. This can include a written financial analysis, specific or general investment recommendations, and financial planning recommendations. Additional services you may select to have included in as part of financial planning can include:
- XYZ Co. & Spousal Benefits
- Retirement Planning
- Investment Analysis
- Life and Disability Insurance Analysis
- Income Tax Strategies
- Legacy Planning
Respective services provided by ARGI Investment Services, LLC, a Registered Investment Adviser, ARGI CPAs and Advisors PLLC, ARGI Business Services, LLC, and Advisor Insurance Solutions, LLC. All are affiliates of ARGI Financial Group LLC. Trust Services provided by ARGI Trust, a division of Advocacy Trust LLC.
This page is for demonstration purposes only. XYZ Co., is a hypothetical company for illustrative purposes only.
