Financial Wellness

Take Control Of Your Financial Future
A retirement plan advised by Plotkin does more than just provide administration of your payroll and retirement programs. Our goal is to help you and your employees secure a solid financial future through the development of healthy savings habits and greater financial literacy.

Classes and Seminars
Financial Wellness begins with knowledge. As Part of our relationship we are able to provide no additional cost, no obligation seminars for your employees. Topics may include:

  • Investing 101 – A chance to look at the basics of investing and to learn the investment steps that can make all the difference
  • Good Debt vs. Bad Debt – Understanding why a 30-year mortgage can be good debt while a car lease can be a bad, and other related topics
  • College Savings – What you can and should do on your own, and how State-sponsored programs can help you hit your goals
  • Retirement Planning and Maximizing Social Security – How to ensure you have enough money to afford the lifestyle you wish to live in retirement

Annual Participant Meetings
We don’t simply sign you up and forget you… we plan an annual meeting for your organization to discuss our economic and investment outlook, and also hold individual meetings with plan participants.

True Financial Expertise
Plotkin Retirement Advisors and its extended team is comprised of two Certified Financial Planners (CFP®), a Chartered Financial Analyst (CFA), a Certified Divorce Financial Analyst (CDFA) and three Accredited Investment Fiduciary (AIF®) professionals.

You’re Unique, Just Like Everyone Else
No two employees are ever in the exact same financial situation. Investment time horizons, prior savings, risk tolerances, and so many other factors make every plan participant  unique. We are available to work with every member of your company individually to help them maximize their investing success.

Registered Representative offering securities through Independent Financial Group, LLC (IFG), a registered broker/ dealer. Member FINRA/SIPC. Plotkin Retirement Advisors is a division of Plotkin Financial Advisors, LLC. Advisory services offered through Plotkin Financial Advisors, LLC, a registered investment advisor. Plotkin Financial Advisors, LLC and Independent Financial Group, LLC are not affiliated entities.

Resources

No Cost, No Obligation Review

Let us evaluate your current plan. Request an evaluation by sending us your 408(b)(2) Disclosure Notices/Summary Annual Report and Schedule of Assets.

Reviews typically take 5 business days.