General FAQs
Do you offer a free consultation?What should I look for in a financial advisor?What is fiduciary responsibility and why is it important?Who is an 'ideal' candidate for a 401(K) Managed Account?How do contribution limits for Solo 401(k) plans compare to traditional employer-sponsored 401(k)s for individuals in the healthcare field?What are the eligibility requirements for independent healthcare practitioners to participate in a Solo 401(k) plan?What is a 401(K) Participant Managed Account?What is financial planning?What should a financial plan include?