Get your account set up online at:
Questions on saving and investing call (714) 415-2680, or schedule a time: iwmfinancial.com/appointment
Download the Enrollment Kit (English)
Download the Enrollment Kit (Spanish)
The 401k is held with to Principal Life Insurance Company provide multiple tools, education resources, and additional means to serve you.
Plan Assets are custodied by Principal Life Insurance Co.
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 road to financial security in retirement begins with a clear understanding of the benefits of investing, smart financial practices, and professionally guided investments.
Starting your retirement savings now is essential to achieving your long-term financial goals. The power of compounding interest amplifies the value or your investments – allowing every dollar to accrue additional value through gained interest. Over time, that gained value begins to generate additional value, exponentially increasing the growth of your wealth. Simply put, small investments today can deliver big impact to your future financial well-being.
Information provided by Orion Portfolio Solution, OPS Retirement Simplified Clients 401k Plans
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