Generally, people tend to avoid what is most unpleasant to them. We often put off those activities that we dislike. Finance is one of those undertakings, it is intimidating, its complicated for many and its time consuming, especially when it comes to understanding where to invest your money.
Finance in short is a headache, especially management of a company’s 401K plan. But if you have a 401K plan for your company, you have a fiduciary responsibility to make sure it is managed in the best interest of all your employees.
We are educators, we provide guidance, and financial help to your employees. Either in a one on one situation or in a group environment. We have found that providing a resource for financial wellness is not just beneficial to the employee, it is most beneficial to the company.
We are happy to address any of your questions or concerns relating to your business or personal Financial needs. All initials conversation are complimentary
CONTACT US
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult a legal or tax professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Following are the states in which Gene Witt is licensed: CA, IL, & NY. Following are states in which Gene Witt is insurance licensed: CA, FL, IL, NY, (CA Insurance license #OF32710).
Gene Witt Investment Advisor Representative
Online Privacy Policy | Privacy Promise | Business Continuity | Important Disclosures | Order Routing
Optimized Financial Strategies | All Rights Reserved |
Created by Olive + Ash. Managed by Olive Street Design.