Qualified Plan Solutions
July Business Services
We help build futures your easy-to-start 401k plan is just the beginning. Wouldn’t it be great if you had…
· A plan that fits you
· A plan that’s easy to run
· A team focused on your success
Pontera
Managing your 401(k) accounts separately from the rest of your assets can create a siloed view that prevents you from taking full advantage of asset allocation and tax strategies. Pontera enables your advisor to holistically manage all of your financial accounts according to your personalized financial plan.
