401(k), 403(b), 457(b), Cash Balance Plans, Profit-sharing Plans
The Woei Investment Group
Is a part of Wells Fargo Advisors Retirement Plan Advisor Program network, an exclusive group of financial advisors who specialize in providing holistic retirement plan consulting services dedicated to delivering retirement plan solutions.
PLAN DESIGN ANALYSIS
We conduct a comprehensive analysis of your needs and objectives before identifying specific solutions.
SERVICE PROVIDER EVALUATION
Based on your goals and objectives, we identify plan solutions that align with your goals and identify service providers that are able to provide the level of support you desire.
TEAM BASED APPROACH
We engage in an open-ended dialog with you and your chosen advisors, such as your CPA and attorney, to collaborate to help ensure your retirement plan is on track with your goals.
ONGOING SERVICE AND SUPPORT
We provide continuing educational programs, resources for plan participants, and enrollment meetings for new employees, and assist retiring employees with retirement plan distribution strategies.
We also conduct ongoing meetings with your investment committee to review plan investment performance.
We also conduct ongoing meetings with your investment committee to review plan investment performance.
Ready To Connect?
We Are.
Reach out to schedule your discovery session. We can meet online, at our office or another location convenient for you
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