401k notices and disclosures:
Call (800) 401-8726 or register online at:
Questions on retirement and Social Security planning: (714) 415-2680, or schedule a call:
Welcome to the TAG Mesirow Retirement Plan Exchange. Your retirement plan is improtant benefit you shouldn't overlook. It offers a powerful way to enhance your long-term financial well-being by investing in yourself. This page includes great resources to get started.
This plan is held at Transamerica.
The Financial Advisor for the plan is: Bradley Shammas, CFP®, CPFA.
We create strategies that are tailored to your needs and goals.
Schedule a time to discuss your account.
The plan allows discretionary investing to any of the options available on the platform.
If you want to hit the "easy button" you can pick one Target Date Fund to do it for you.
We can build portfolios tailored to your specific needs and goals.