The staff at Ferris Financial Group is committed to offering you comprehensive strategies that can help you in your financial decision-making. There is no magical formula for choosing a plan, but our team of financial advisors is here to help you evaluate and select a plan that works best for your situation. With varying levels of plan participation, diversification, coverage, risk, and growth potential, we’ll work with you to customize a plan to make saving for your future a rewarding experience.
Contact us today to set up an appointment with our professional staff to learn more about the tools and support available to you in building, managing, and maintaining your investment portfolio.
Ask us about:
· 401(k) Plans
· Stocks, bonds, and mutual funds
· IRAs (Traditional and Roth IRAs)
· SEP Plans (Simplified Employee Pension Plans)
· SIMPLE Plans (Savings Incentive Match Plan for Employees)
What kind of customer are you?
· You are changing careers or lost your job and need help managing your existing plans
· You have high debt and want to re-gain control over your personal budget
· You have extra cash, and you wish to invest
· You are making a major life change (e.g. getting married, starting a family, etc.)
· You’re ready to begin your retirement planning or you’re entering retirement
· You rarely hear from your current financial advisor and/or you’re not satisfied with your service