| Christopher Long, CFP | ||||||||||||||||||||||
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Long & Associates 403(b) Plan Services are different from those of major brokers, insurance
companies, and mutual fund companies. Here is how we are different: Assessment Tool for your current Plan — We offer you a review of key areas of your plan in an easy to understand Report Card format. And provide recommendations on how to improve your plan. Honest Fee-Only Advice — We work solely in our client's best interest and have signed a fiduciary oath. We do not sell any products or receive commissions or kickbacks, are only compensation comes from our clients Transparency and Low Costs — A low cost plan could save 30%-70% per year over your current plan — adding up to millions of dollars for your employees in the long-run. We work primarily with non-profit organization plans and want to help you deal with the upcoming regulatory changes for 403b plans. About Chris Long BA Yale University MBA Stanford University Certified Financial Planner ® (CFP) NAPFA Registered Financial Advisor™ For more information: www.longfinancialplanning.com/for-business-and-non-profits | ||||||||||||||||||||||
| Remember: Before you contact any advisor, read through our researching advisors content in the Participants section to guide you in finding the financial counsel that works best for you. | ||||||||||||||||||||||
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