123 Rowell Ct.
As an employee of a non-profit organization, you have a passion for helping and serving others. What drives you to work in this field is a passion for the work and the desire to use your skills to make the world and your community better. But you also need to take care of your future. We can help with that. Let our team of experts help you make the most of your investment and retirement plans so you can continue to do the work you love while also working toward your financial goals.
Our team is well versed in helping you and your organization make the most of your retirement plan benefits. As part of your compensation from your non-profit organization, you may have been introduced to a 403(b) plan. This is a retirement plan that is available to employees of non-profit institutions that allows you to contribute your pre-tax dollars to the organization’s pool that is then invested in various investment vehicles.
Whether your organization already has a 403(b) already set up or your leadership team is looking to set one up for all employees, our team of experts is ready to help. Get advice from our financial consultants to:
Schedule a consultation to find out more about getting the most from your organization’s employee retirement plan benefit program.
Along with helping employees of non-profits make the most of their retirement plan options, our team specializes in assisting your organization’s financial executives with effectively overseeing the Charitable Plan Giving assets they monitor.
We provide solutions that allows your organization to:
If your non-profit organization is interested in a free Charitable Plan Giving Efficiency Analysis, schedule a consultation. Or to read our recently published investment article in the Washington Business Journal, contact us.
“It is hard to fail, but it is worse to never have tried to succeed.” -Theodore Roosevelt