SCHEDULE A CALL WITH
- Discuss enrollment
- Review 401(k) investment options
- Discuss strategy
Schedule a 15 Minute Phone Call
- Retirement Income Analysis
- Intergrate 401(k) with overall retirement plan goals.
Schedule a 30 Minute Video Call
Mr. Hernandez understands that learning about and navigating your 401(k) is an ongoing process.
He hosts several classes throughout the year related to 401(k) plans, understanding how they work and how to integrate them into your overall retirement plan.
Most of these classes are conducted online and accessible from any device throughout the country.
Clients are eligible to attend these classes at no exra cost.
Your employer has made available a company sponsored retirement plan. The plan comes with a customer support line ready to assist you with general questions about your account, such as resetting your password and navigating the website.
Most 401(k) plan providers do not provide investment advice.
For that reason, your employer has also made available a licensed financial financial professional who you can speak with to answer questions about how to enroll in the plan, discuss the investment options and how to use them to pursue your investment goals.
His name is
Joshua E. Hernandez
Mr. Hernandez is authorized to speak with our employees. He understands the features of the plan and is licensed to provide guidance, at no additional cost to you.
You can schedule a Phone Call to discuss your 401(k) by accessing his calendar.
Hablo Español
*When you link to any of the websites/hyperlinks displayed within this email, you are leaving this email and assume total responsibility and risk for your use of the website. We make no representation as to the completeness or accuracy of any information provided at these websites.
Investing involves risk including the potential loss of principal. Transamerica Financial Advisors, LLC and its representatives do not provide tax, estate planning, or legal advice. Consult your own independent tax and legal professionals for advice on your situation and the concepts presented here.
Securities and investment advisory services are offered by Transamerica Financial Advisors, LLC (TFA), a Registered Investment Adviser and Broker-Dealer, Member FINRA, SIPC. World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance
Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA – offer insurance products.
California License #0679300. WFGIA and TFA are affiliated companies. Headquarters: 6400 C Street SW, Cedar Rapids, IA 52499. Phone: 770.453.9300 TFA Headquarters: Two Liberty Place, 50 South 16th Street, Philadelphia, PA 19102. Phone: 770.248.3271
4013208-1124
Ongoing Education
ADVANCED SUPPORT
Do you need assistance?
- Determining how much you should be investing to reach your retirement income goals?
- Understanding the tax advantages of a 401(k)'s PreTax vs ROTH option?**
- Learning how to integrate your 401(k) plan with your overall retirement plan?
- Understanding the impact of taking a loan from your 401(k)?
- Or other general Retirement Planning questions?
Joshua will make himself available for a video call
Would you feel more comfortable speaking with a woman?
Someone who speaks Mandarin or Vietnamese?
Or have a conversation with credentialed CFP?