Life planning to create a map
Life’s journey is one that takes many different paths. How do you map the journey so you can choose the better path? What does your journey entail; marriage, kids, college, a new house, travel and retirement? We help you with this life planning and will be with you every step of the way for the bumps in the road that life throws at you. There is never a bad time to start life planning, no matter your stage of life. Every family and individual has a different blueprint, so we work on a collaborative basis to develop the a suitable strategy. Let’s get started today.
Retirement Plan Consulting
We provide a personalized approach for plan sponsors by providing assistance with establishing and maintaining defined fiduciary processes, plan design and the Investment Policy Statement (IPS). Provide proper due diligence through fund selection, open architecture and IPS utilization. Serving as 3(21) co-fiduciary and providing suggestions for potential 3(38) managers, we help the investment committee with on-going reviews of the process for monitoring investments and managing the retirement plan. Face to face plan sponsor meetings conducted quarterly utilizing recordkeeper performance analysis and Fi360. On-going participant enrollment and education meetings in a group or individual setting provide for a better participant experience. Deciphering whether or not a plan is competitive can be difficult because demographics vary greatly across various employers. We will conduct industry specific plan benchmarking; coordinate RFPs or RFIs every three years. Lastly, we want the plan sponsor and administrator to feel well cared for in the event of an audit by providing a Fiduciary File and an on-going supply of plan documents to keep it up to date in addition to audit assistance if needed. We would like to earn your trust by providing a review of your current plan fees, processes and investments.
Objective counseling for institutional investors
All of our clients have expansive needs and look for a trusted partner to help meet their goals in alignment with the mission of the organizations they serve. Backed by the resources of LPL Financial, we help institutions deliver on all aspects of investment consulting. This ranges from strategy development and investment research to reporting and management.
We understand that institutional investors face unique challenges that require exceptional strategies. We utilize an objective approach to tailor a specific plan for all stages of the relationship to meet the needs of each organization.
JENNIFER WHISENANT, AIF®
FINANCIAL CONSULTANT AND FOUNDER
Jenn started her career in the finance industry in 1999 and quickly fell in love with the ability to make a difference in the lives of those she cared for and in her community. She was lucky enough to end her pursuit of happiness within a career before she graduated from UNCG School of Business in 2004.
She started as an administrative assistant and now serves her clients as a LPL Financial Consultant with comprehensive financial planning as well as assisting companies with corporate cash, retirement plan design, compliance, and education.
In her time away from the office, her other passions are spending time with family, community gatherings, running, fishing, spending time at the beach, and watching sports.
Designing a plan for your legacy
It is very rewarding to share your wealth with others during your journey of life and after. Proper planning will help ensure your loved ones and favorite charities can benefit for generations to come. Having an estate plan to control the distribution of your assets benefits you, your family and the causes you care about and can help you mitigate potential pitfalls in the future.
We work with you to customize a plan that not only preserves your assets, but also helps you share your wealth with the people and charities you care about most.
It’s more than your business; it’s your passionate creation
Being a visionary leader who built a victorious business, your business is a huge part of your life and your net worth. Business planning is similar to personal financial planning and should be incorporated into a life plan. Planning for your business is about setting goals, employing the right strategies and tools to achieve them, and ultimately realizing the value that you’ve created.
You have invested hours, emotional capital and monetary capital into your business. A proper plan will help those investments pay dividends.
Give me a call today so I can further elaborate on my experience and skill set to see if I would be a good fit for your needs.