Ongoing Monitoring

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All right, Kort McCulley here again, and I want to talk to you about how we’ve gotten to the point where we have executed the plan. We’ve delivered it to the employees. We’re serving them one-on-one. What do we do next? We have to create a great ongoing monitoring and innovation system.

So let’s make sure that now what we’ve built makes sense going forward. So we’ve delivered it. We’ve been out in the field, met with the employee base one-on-one, or met with them digitally because they’re all over the country, all over the world. How do we continue to ensure that we come back and deliver on that annual service plan we set forth?

And that is a systematic, organized, already laid-out plan. It says we will come back consistently and make sure everything we put in place still makes sense. Do we need to make some innovations? Of course, there will be some things that we will need to continue to improve or adjust to confirm that we’re making the progress we set out.

That’s the importance of having those key indicators and ensuring that investments are the world’s complex. Today. Investments are going to change. We will need to come back, monitor those, and make sense of changes on that front plan costs. Regulatory needs, fiduciary services, and everything that goes into a successful program are organized, put together, and delivered. Still, it goes into a monitoring phase to ensure that we come back and continue to improve on what was set in place from the onset.

So that wraps up the overview of the Complete Guide to Financial Health. A great ongoing monitoring process pulls it together. And innovating to ensure that if we need to make adjustments, that’s also being done.

Appreciate your time again, Kort McCulley, and I will look forward to connecting with you again soon.

Why Choose McCulley Financial?

  • Understands Entrepreneurs Needs

    We get what entrepreneurs need. Our support is personalized to tackle challenges and fuel growth. Simple, effective solutions for success.

  • Comprehensive Financial Planning

    Plan your money wisely with Comprehensive Financial Planning. Secure your future, grow wealth, and make smart investment choices for success.

  • Fiduciary Best Practices

    Follow the best practices for managing money responsibly and ethically to build trust, be transparent, and achieve positive results for everyone.

Asset Protection

What You Can Expect

Protect your assets by applying several layers of protection. This can take the form of liability insurance, fundamental practices, and other smart strategies.

A solid asset protection plan means you no longer have to feel at risk of losing everything due to litigation or unforeseen events.

  • Estate Planning
  • Legacy Planning
  • Estate Transfer Strategies
  • Family & Generational Review
  • Estate & Trust Counsel Review
  • Investment Diversification
  • And More!

Insurance & Asset Protection Services

What You Can Expect

Get affordable coverage that aligns with your company’s needs – no matter how unique your needs are.

Our team helps you navigate complex insurance-related issues, risk management, and employee benefit issues so you can be safeguarded against any type of risk.

  • Insurance Review
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  • Liability Planning & Risk

Learn About Our Investment Services

What You Can Expect

Gain access to a wide array of products and services that will ensure we make the right choices to grow your portfolio.

Our fee-based consulting means our only focus is doing what’s right to build your wealth – not earning a commission.

Our risk-averse approach coupled with our extensive investment analysis means we can build a portfolio that maximizes return while minimizing risk.

  • Investment Advisory
  • Free-Based Consulting
  • Asset Allocation
  • Portfolio Construction
  • In-Depth Risk Analysis
  • Alternative Investments
  • And More

Financial Planning Services

What You Can Expect

We identify your objectives and needs to design a realistic, actionable plan you can fully understand.

Whether you’re saving for a house, paying for an education, or want to ensure you have enough for retirement, we make it possible.

We can also help business owners gain additional life, health, and retirement benefits beyond the basic employee scope.

  • Budget & Cashflow Analysis
  • 529 College & Education Planning
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  • Retirement Income Planning
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  • Net Worth Analysis
  • Charitable Planning Services
  • Tax Planning
  • Comprehensive Financial Plan
  • And More

Corporate 401K

What You Can Expect

Explore a wide range of solutions and get a custom designed plan that helps employees reach their retirement goals.

Participants also have access to one-on-one personalized education to help them navigate the complexities of their plan so they can feel confident in their choices and future.

  • Plan Design
  • Employee Education
  • Provider Search
  • Free Benchmarking
  • Investment Analysis
  • Tax-Saving Strategies For Employees & Owners
  • One-on-One Employee Education
  • And more!

Corporate 401K Services

What You Can Expect

Get the right strategy and tools to maximize your savings. As a self-employed entrepreneur, you’ll discover new opportunities to grow your nest egg faster – which includes identifying opportunities to shelter assets from taxes or reduce your tax liability.

Experience the peace of mind that comes with being able to maintain your lifestyle through retirement, stay prepared for the unexpected, and leave a legacy for loved ones.

  • Tax-Saving Strategies
  • Plan Design
  • Provider Evaluation
  • Portfolio Diversification
  • Alternative Asset Investment
  • Ongoing Plan Review
  • And more!