Wealth management is critical for a generation that will live 25-30 years past retirement. We live in a world where uncertainty and volatility are a way of life. Professional, disciplined advice is valuable to all of us.
Let us help you succeed.
***DC PLAN ROLLOVER INFORMATION***
Please see the attached link to a video feed that we created to help you complete your DC Plan Rollover elections. As a Delta Pilot YOU must go into your Netbenefits® at https://netbenefits.fidelity.com and complete all the steps.
We cannot do this for you. The election must be made directly by you.
DC plan election instructions: Please Click This Link.
The deadline for completing this election is June 13, 2014
If you have any questions please do not hesitate to call our offices at (770) 977-2434 or Toll free at: (888) 413-9080.
-- You will achieve your goals through discipline, asset allocation, and low fees.
-- Trust is based on integrity and understanding who you are.
-- Each model portfolio is designed to balance risk and return.
-- Diversification is stressed to reduce risk and preserve capital.
-- We help you maximize your resources -- to maintain your lifestyle.