We know retirement plans. The experience of the team you work with to manage your company retirement plan matters. How many people do you know that have managed a one billion dollar plan? Before opening Providence Financial, Andy was the Director of the State of Missouri retirement plan. At the time, the plan serviced over 25,000 members with more than $1 billion in assets. Andy also worked for Nationwide, a premier provider of retirement plans, for 14 years. His experience is extensive, coupled with the fact that he too is a small business owner and knows the very issues that business owners face.
Mary Ann Semkin, our Director of Operations, has over 20 years experience in this field. She previously worked with Andy on the management of the State of Missouri Plan. When Andy opened Providence Financial in 2009, Mary Ann was the first person he hired. Today, MaryAnn serves as the primary contact for all your plan issues and generally works very closely with those in your company who manage Human Resources and company benefits.
We are able to work with you whether you already have a plan in place, or are considering creating a brand new plan. We analyze every aspect of it for you including benefits, fees investment options, and employee education. Additionally, we will quantify the tax benefits for ownership, management, and staff.
To determine what we think is best for your company, we begin with an initial consultation. In that meeting, we learn about your company, your employees, and what you are trying to accomplish. After we have gathered some information, we will report back to you on a plan design and strategy that we feel meets your goals. There are many ways to design a plan. We do the heavy lifting, you just answer some questions.
Our on-going services include:
All investing involves risk, including the potential for loss of principal.
Waddell & Reed offers financial planning services in its capacity as a Registered Investment Adviser. Please contact us for more information or request a copy of the Waddell & Reed, Inc. Financial Planning Advisory Services Brochure for a complete discussion of these services and the fees associated with them.
MaryAnn acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Advisors with Waddell & Reed with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Advisor(s) she supports. In addition, she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.
Waddell & Reed is not affiliated with any other entities referenced.