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Greetings!
For some time I’ve disregarded persistent advice to blog more regularly. It’s not that I don’t have just as many opinions and ideas as the next person, but I wasn’t sure what value yet another blog would add to the financial services space. A wealth of information can already be found regarding sound investing and financial planning for families and individuals.
But I’m finally taking that advice and stepping up my blogging activities. You can access the Alliant Wealth blog here.
Why now? In 2011, we inaugurated the Alliant Wealth 401(k) Solution, to help plan sponsors achieve quality and compliance in their 401(k) plans. In this arena, I feel there’s an information void that I would like to help fill with ongoing commentary.
Yes, family wealth definitely has its complexities, and deserves fiduciary levels of professional care. But I would argue that it’s an even greater challenge to find good advice on how to run a successful company retirement plan, particularly in an ever-evolving regulatory environment. As a result, many plan sponsors are not familiar with the latest rules, products and best practices necessary to provide a compliant and effective plan to their employees.
As I blog, I hope you will be in touch with your own ideas and questions!
Best,
John A. Frisch, CPA/PFS, CFP
President & Founder
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About Us:
Located in Prince William, VA, Alliant Wealth
Advisors was founded to help a select group of
families achieve all that is important to them
financially. To achieve our mission we use a
consultative wealth management process, which
includes both investment consulting and advanced
planning. Our approach assumes that every client
is unique; every client has varying needs and
objectives; and no two clients share the same
risk tolerances, time horizons and dreams. In
addition to providing our expertise we work with
clients' existing advisors and, where there is a
gap to fill, we use our own outside experts in
the fields of tax, legal and high-end Insurance.
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