The McCulley 401k

Unlock the right strategy and tools to amplify your savings with our Diverse 401k Solutions. Tailored for self-employed entrepreneurs, our approach opens doors to new opportunities, accelerating the growth of your nest egg. This includes identifying strategic methods to shield assets from taxes and reduce your overall tax liability, ensuring that you keep more of what you earn.

Picture the peace of mind that comes with knowing you can maintain your desired lifestyle throughout retirement. Our solutions go beyond mere financial planning; they empower you to stay prepared for the unexpected twists that life may bring. We understand the importance of leaving a lasting legacy for your loved ones, and our comprehensive 401k options are designed to align with your aspirations.

At Diverse 401k Solutions, we believe in providing not just a financial plan, but a roadmap to your future. Let us guide you through a diverse range of options, so you can confidently navigate the path to financial success, security, and a legacy that endures.

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.

The Hybrid 401(k) offers the same features and services as the 401(k), yet it provides you with a semi-open-architecture investment platform. With more than 200 investment options to choose from, this 401(k) plan is suitable for clients who want more choice and flexibility than the 401(k) offers.

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

The Custom 401(k) gives you the ability to offer a fully customizable 401(k) for clients with at least 25 participants and $1 million in plan assets. Many 401(k) plans in the market offer flexibility in just the investment portfolio available to clients.

With the Custom 401(k), fun flexibility is just the beginning. You also get an open architecture plan design strategy that features a wide choice of 401(k) plan features you can select on an a la carte basis, including investment selection and advisory services, plan management, participant communication and education services, and compliance services.

The Auto-Pilot 401(k) was built exclusively for startup plans to meet plan sponsors concerns about affordability, simplicity, and how quickly a retirement plan can be implemented. The investment options are based on your choice of the several premier 401(k) platforms. Participant and plan sponsor services are also available to help make the plan successful