Build a Better Retirement Plan For Happier Clients

How do you satisfy your customers? You provide the services and products promptly and on time and you have employees who are proactive, enthusiastic, and engaged with your clients, allowing you, your company, and your employees to be worth remembering.

How do you create a great team that leaves a lasting impression, delivers a “Wow Experience” for your clients, and ultimately supercharges your business? The key is having a great team that goes the extra mile for you and your
clients, EVERY TIME!

Build a solid foundation by having a team that creates a culture that actively values your clients and lets them know that you’ve got their back, now and in the future.


Client Appreciation

Creating a memorable and meaningful culture for your team is one of the best and most tangible ways to help your team feel appreciated. You can show your appreciation by:

  • Taking care of current and future long-term needs, for them and their families.
  • Providing a retirement plan for your employees – this is a vital step and it is increasingly required in many states, yet so few know how to develop and deliver a retirement plan that demonstrates commitment to the employee.

Don’t Neglect Your Employee’s Retirement

By treating your employee’s retirement like an afterthought and offloading the design to people who don’t know your business or your employees wants and needs is like trusting a strange contractor to build your house, then acting surprised when the end product is something you don’t like and doesn’t provide what they need, want, or hope.

If you want satisfied clients, you need satisfied employees. And if you want satisfied employees, you have to build a house they are excited to move into, one they are grateful you provided to them.

A well-designed retirement plan provides long-term benefits to employees that can do so with surprisingly lower costs than you might expect, and can do so in a way that can provide tax credits and tax deductions that will fatten your bottom line.

It’s the kind of retirement plan that creates enthusiastic employees who want to create value for clients and get them coming back over and over again.

Just like a dream home, a plan like this is possible with the right architect. And just like a dream home, it attracts people even in a competitive environment.


Conclusion

At Confidence Wealth Management we design a plan specifically tailored for your business and employees, one that moves everyone toward their goals and creates the best opportunities for the participants and, in turn, your clients.

We have decades of experience creating advanced solutions for our clients and helping them realize their dream retirement.

Don’t settle for a contractor. Build a better home with a committed architect.

If you are considering offering a retirement plan, or if you already have a plan but would like to review and potentially improve it, we can help.

We help employers design and manage retirement plans that meet the needs of their employees and we know what common mistakes to avoid that may trigger an audit.

Click on the link below to set up a consultation or feel free to reach out to us for more information.

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Investment Advisory Services offered through Confidence Wealth Management LLC, an SEC registered investment adviser. Confidence Wealth Management LLC (CWM) and Confidence Wealth & Insurance Solutions LLC (CWIS) are two separate affiliated companies. All investment advisory services are provided by CWM. All insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services. CWM does not sell any insurance products. For complete information regarding Confidence Wealth Management’s services and fees, please review our Form ADV Part 2A Disclosure Brochure, which can be found at adviserinfo.sec.gov or requested by calling us at (310) 824-1000. Information provided herein reflect Confidence Wealth Management’s views as of the creation date. Such views are subject to change without notice. Information provided herein is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any securities. No investment decision should be made based solely on any information provided herein. Confidence Wealth Management has not taken into account the investment objectives, financial situation or particular needs of any individual investor. There is a risk of loss from an investment in securities, including the risk of loss of principal. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be profitable or suitable for a particular investor’s financial situation or risk tolerance. Asset allocation and portfolio diversification cannot assure or guarantee better performance and cannot eliminate the risk of investment losses. Any forward looking statements or forecasts are based on assumptions and actual results are expected to vary from any such statements or forecasts. This is designed to provide general information on the subjects covered. Pursuant to its circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that the information given does not give legal or tax advice. Should you have any tax or legal questions, you are encouraged to consult your tax advisor or attorney for any tax or legal matters. Not affiliated with the U.S. Government or any governmental agency.

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Confidence Wealth Management LLC (CWM) is an SEC registered investment adviser. Confidence Wealth & Insurance Solutions LLC (CWIS) is licensed under the NV Department of Insurance, license no. 3647322. CWM and CWIS are two separate affiliated companies. All investment advisory services are provided by CWM and all insurance products and services are provided by CWIS. CWIS does not provide any investment advisory services and CWM does not provide insurance services. CWM and CWIS have no affiliation with government, state, or local agencies. Consult with an attorney or CPA for usage of tax or legal concepts. This material may contain information that are close approximation to the totality of information available to us and not necessarily specific within regards to one situation or another. Some opinions and statements are informational. They are not investment advice as they may not be complete in terms of all details needed to affect an action you wish to undertake, investment strategy or plan. Pursuant to IRS Circular 230, the material is not intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. No estimates used are a promise of return. Also, many opinions are summaries and may not reflect all pertinent facts relevant to you. Any information given is to be considered general, and nothing said herein should be used as a basis for investment decision unless you consult with your Confidence Wealth advisor that can understand your unique situation and give you a customized solution with a complete disclosure. Past performance does not indicate future results. As you know, no one can predict the future. Thus, any forecast in this material is intended strictly as a possible future outlook and not a statement of fact as there could be any scenarios that are not in your favor when making a decision. You must examine all adverse and negative implications on any forecast when made. All information is based on the date of the material and may not be valid, may change, and/or may not be true any longer as time passes. Also, the Form ADV Part 2A for CWM contains detailed disclosures regarding our services and fees, along with applicable conflicts and how we address such conflicts. A copy of our Form ADV can be obtained by calling (310) 824-1000.

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