Build Trust by Building Their Future

Where does trust come from? Is it through words and promises? Actions? Something indefinable?

The truth is, all the assurances and kind deeds in the world won’t build trust if someone doesn’t believe they have a future with you. Trust is the residual of fulfilled promises and enduring commitments between each other.

You build trust by keeping your word, by straight communications, and by making and keeping commitments made. This is not a one time event. It is continuously ongoing.

It is taking care of the current and future needs of each other – it’s a two way street. The employer delivering this to the employee, and the employee reciprocating by providing this to the employer.

Building and growing a successful business is tough. It takes competent, enthusiastic and committed employees to do it right, but it can seem tough sometimes to square what those employees want with what the business needs.

This is usually a false dichotomy.

You can build enormous value for your employees, establishing the trust required for them to do their best work in a cost effective way that can also save money.

How? By providing for their current and future needs. The two benefits most important for attracting and retaining a great team are medical coverage and retirement benefits.

You can build trust and show your commitment for current employee concerns by offering a medical coverage benefit, and cementing this by providing a long-term retirement benefit as well.

The best way to do this is through a properly designed retirement plan, that can be surprisingly low cost and can drive employee satisfaction.

 

How to Design a Great Retirement Plan

Hire the right people.

At Confidence Wealth Management we work with employers, trustees, and human resources on employer-sponsored plans.

We specialize in designing custom-made plans and implementing retirement plan services that move you toward your goals and the best results for the company, the plan, and the participants.

We create winning strategies and solutions for our clients. Click below to set up a consultation or contact us for more information.

Confidence Wealth Management team

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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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