285 Uptown Boulevard
Our business is built on a foundation of thoughtful client relationships. I am a Financial Professional with a special focus on 401(k) plans.
In preparation for talking with you about how I can improve your plan, I have created a detailed report which examines and compares your plan to other plans of a similar size and industry. This report looks at several important measures of plan performance including your rate of return, participation rate and more. I would welcome the opportunity to share this report with you and highlight the areas I can help you address and improve upon for the benefit of your plan participants.
Please feel free to reach out to me at 407-718-0692 or email me at firstname.lastname@example.org to learn more about me, and how I can help identify and address how your existing plan may reach its full potential as a valued employee benefit.
George Syme, Financial AdvisorCRPC® NQPA ™Syme Financial Services (407) 718-0692 george.syme@SYMEFS.com