Customized Solutions. Ongoing Education. Superior Results.
OUR APPROACHEZ Financial Group, Inc. acts as your retirement plan quarterback and collaborates with the other retirement specialists that we select with you to manage your retirement plan. We combine the best technology with experienced TPA's and help from one of our financial experts which makes the management of our retirement planning solutions easier than ever. Our experts understand that every small business has unique needs, that is why we don't offer a "one-size fits all" solution, contact us today to find out how we can be your best asset.
OUR ADVANTAGES
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SMALL BUSINESS RETIREMENT PLAN OPTIONS(Click below for more info)We work with you to tailor a plan that meets your businesses' needs while offering retirement security to your employees. With a retirement plan through EZ Financial Group, Inc., you'll never have to worry about hidden fees, mysterious administrative costs or wrapped charges --and, there are no kickbacks or referral fees. As an RIA firm we are able to offer funds and investment options at wholesale, not retail.
The recent ruling issued by the DOL regarding the fiduciary responsibilities of the employer for their 401(k) plans has given us the opportunity to improve or replace the sub-par plans with our customized-solutions, catered to meet the businesses’ goals and the employees’ retirement needs and aspirations. |
HOW DOES YOUR CURRENT PLAN STOCK UP? |
FEES MATTERDid you know that even a 0.5% difference in annual fees can significantly impact your nest egg? Here's an example from a Government Accountability Office paper: for a 45 year-old worker with a $20,000 balance in fund that earns 7% a year and charges 0.5% annually in fees, the balance would be about $70,500 by age 65. A 1.5% fee would mean a balance of just $58,400.
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