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
Discuss 401(k) Strategy and Investment Guidance
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


* This hyperlink will forward you to a third party website. Transamerica Financial Advisors, Inc. (TFA) does not control, guarantee, endorse, or approve the information, products, services, or any content maintained by third parties. TFA expressly disclaims any responsibility for the content, accuracy, and quality of the products and services advertised on the third party site. The third party content should not be interpreted as legal, tax, or investment advice.



**Neither Transamerica Financial Advisors, Inc. nor its representatives may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professionals regarding their particular situation and the concepts presented herein.


Branch: 765 The City Drive, Suite 100-A l Orange, California 92868 – Office 714.740.0100 Fax 714.740.7079 Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC and federally Registered Investment Advisor, offers securities and Investment Advisory Services.


 www.finra.org and www.sipc.org

https://brokercheck.finra.org


4013208-1124
ABOUT JOSHUA E. HERNANDEZ


Joshua E. Hernandez is an Investment Advisor Representative with Transamerica Financial Advisors, Inc. He has been a licensed financial professional for 15 years. His office is based in California where he leads a team of financial professionals who support clients throughout the country.


Mr. Hernandez has dedicated a good part of his career to helping participants in 401(k) plans have a better, overall retirement planning experience by providing access to a licensed professional who can help them merge their 401(k) investment goals with their retirement planning goals.


You can learn more at www.joshuaehernandez.com or email him at joshua.hernandez@tfaconnect.com


Hablo Español
  • 401(k) Plan Advisor
  • Investment Advisor Representative
  • CFEd® - Certified Financial Educator
  • Financial Coach
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 

For assistance logging in to your 401(k) plan, resetting your password, requesting a loan or navigating the website, please contact your 401(k) plan provider directly.


If you have strategy related questions about your 401(k), feel free to schedule a call with Mr. Hernandez.
Would you feel more comfortable speaking with a woman?


Someone who speaks Mandarin or Vietnamese?
Or have a conversation with credentialed CFP?
Email one of my trusted team members below and request time for a complimentary phone call to discuss your 401(k) plan.


In your email, include the name of your company and that Joshua E. Hernandez is the advisor to your 401(k).
Sunshine Zhaoxia Tan
CFP® - Certified Financial Planner
English/Mandarin
15+ Years of Industry Experience
Transamerica Financial Advisors, Inc
Susan Nguyen
Registered Representative
English/Vietnamese
20+ Years of Industry Experience
Transamerica Financial Advisors, Inc
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