Wiseradvisor
Print Email Bookmark
Featured Business Business Profile Advertise
Atlanta Financial Advisors
DJS Retirement Planning & Retirement Asset Management

Atlanta, GA 30329
Advisor Profile
Name: Douglas Stefanini
Research This Advisor
www.finra.org
www.sec.gov
www.aicpa.org
Request More Information
Services:
First name:
Last name:
Email:
Phone: -
Best Time:

Business Description
1) 401 k Plan- Set up,review, and negotiation(available even without moving plan): a) review compliance related issues such as: discrimination test results, bonding, 5500 forms, audit needs and 404c requirements. b) review participation levels and provide information regarding plan features that may help participants increase their contributions. c) coordinate periodic employee enrollment and education. d) review plan administration, record keeping and management fees. 2) 401 K rollover specialist explore options that fit your financial needs. 3) Retirement Income Planning-Have you planned for not running out of money? 4) 401K asset allocation advice-provide advice for implementing an investment selection that suits your needs and wants. 5) Retirement Asset Management-have you considered the right management & are you aware of the options that are available to you?
 
 
 
Prepared By: Douglas Stefanini