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Most people spend more time planning for their vacation than for retirement. To make your retirement the ultimate vacation takes early planning. Talk with us soon about establishing a plan that will afford you to do the things you want to do during your retirement. |
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Backert-Walker Financial Group
| Bradley J Walker, CWA®, Shelley Smith, Tony Backert, CWA®, AAMS®, William S. Fuller
10200 Forest Green Blvd Suite 500 Louisville, KY 40223
Toll Free: (800) 230-0790
Phone: (502) 426-0790
Fax: (502) 426-0865 tbackert@hilliard.com |
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Bradley J Walker, CWA®, Shelley Smith, Tony Backert, CWA®, AAMS®, William S. Fuller | Backert-Walker Financial Group
10200 Forest Green Blvd Suite 500 Louisville, KY 40223
Toll Free: (800) 230-0790
Phone: (502) 426-0790
Fax: (502) 426-0865 tbackert@hilliard.com |
How we work with youHilliard Lyons provides a comprehensive menu of professional services to plan sponsors, plan participants, and retirees. For Plan Sponsors we provide assistance with:
Current Plan Evaluation
Fiduciary Check-up
Plan Design & Provider Selection
Plan Administration & Recordkeeper Selection
Investment Option Selection, Monitoring, & Benchmarking
Investment Policy Statement (IPS) Documentation
Plan Implementation & Conversion
Enrollment Meetings
Employee Communications & 404(c) Education
Plan Audit Assistance
Guidance and education for Plan Participants is essential to a successful plan. For the Plan Participant we provide:
Comprehensive 404(c) Education Assistance
Guidance in Website Navigation
Investment Allocation Analysis & Review
Individualized Help with Distribution Strategies
The need for retirement services and consulting does not end after leaving the employer. For the Retiree we offer:
Rollover Guidance
Retirement Income Strategies
At-Retirement Financial Planning
Long Term Care (LTC) Insurance
Trust Services
Estate Planning
Links of Interest:
Retirement Questionnaire
Strategic Life Plan
401k Value Proposition
Value Proposition
Six steps to building a stronger retirement plan for your company
Coaching Form Questionaire
The Local Stock of Interest
Chartered Wealth Advisor® Wealth Watch
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| | ©2012 HILLIARD LYONS. All Rights Reserved.02/09/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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