401k Plan

The greatest wealth building tool individuals have is their 401k plan.

Caritas Financial helps individuals understand how this benefit is misunderstood and often underutilized.

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Participant Education

Participants need to understand the value of the plan. 

Caritas Financial provides education to ensure participants take full advantage of this benefit.

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Retirement Income Planning

Integrated retirement income planning helps individuals work towards their goals.

Caritas Financial offers seminars on topics such as social security, estate planning and other risk management techniques.

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Russ McAlmond and Evergreen Capital Management Inc. are not affiliated with LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way does advisor assure that, by using the information provided, plan sponsor will be in compliance with ERISA regulations.