Save Time by Delegating Responsibility
Save Time by Delegating Responsibility
As a business owner one of the first things you learned was to spend your time doing what you do best, and delegate everything else to those with the specialized expertise to efficiently perform the tasks.
Like you, we at Entrust are entrepreneurs. And we devote our time to what we do best–which is partnering with clients to fulfill their need for a company 401(k), as well as their personal wealth management needs.
As a business owner one of the first things you learned was to spend your time doing what you do best, and delegate everything else to those with the specialized expertise to efficiently perform the tasks.
Like you, we at Entrust are entrepreneurs. And we devote our time to what we do best–which is partnering with clients to fulfill their need for a company 401(k), as well as their personal wealth management needs.
Not surprisingly, the 401(k) retirement plan structure–written as part of the Internal Revenue Code–is subject to numerous rules and regulations, including rigorous delineation of your responsibilities as fiduciary for your firm plan. By partnering with us, you delegate those “nuts and bolts” responsibilities and worries; we do the homework for you.
A high-level sampling of the responsibilities we fulfill for you includes:
- Discover the 401(k) solution that works best for your business.
- Optimize your plan design, implement and monitor your plan.
- Enhance your peace of mind, knowing Entrust is dedicated to helping you meet your current and future fiduciary responsibilities.
- Rely on Entrust Financial’s independence, assured that we have no proprietary products, no commissions, and no hidden fees.
- Provide your employees with a diversified and open architecture investment platform that includes a broad menu of investment options.
- Provide access to our CERTIFIED FINANCIAL PLANNER™ investment advisors.
- Aim to achieve employee financial health and wellness through our employee educational support: bi-annual meetings, goal-setting guidance, basic investment education, and a dedicated financial advisor.
Save time and devote your energy to what you do best; delegate the work required to provide your firm 401(k) to Entrust, your financial experts.
Entrust Financial LLC®
Wayne, PA | Phone: 610-687-3515 | Fax: 610-687-3595
Financial Advisors Serving in Pennsylvania: Montgomery, Chester, Philadelphia and Delaware Counties
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements. Disclosure | Privacy Policy | Relationship Summary | Firm Brochures
Certified Financial Planner Board of Standards, Inc
Our Mission:
We believe there is a better way to help clients preserve and build wealth. It begins with holistic planning based upon an understanding of what is most important to you, our client. Entrust is a proven, independent wealth management firm dedicated to your financial success.
