Nothing shapes future success like a simple plan!
Nothing shapes future success like a simple plan!
I specialize in working with union associations and their members to help plan for their financial future. I understand the unique set up of union benefits plans and help educate their members on financial matters. Together, we build a road map towards your successful retirement.
Throughout this process, I help you:
• Determine your financial strategy
• Review your investment strategies
• Diversify your portfolio
• Allocate assets
• Assess risk management
• Address benefit plan questions
o 401(k) Plan Questions
o Pension Ouestions
My focus is on understanding you, and what you want to accomplish!
If you'd like to take action, please give me a call at 559-650-2653 or email me at cozzi.rob@principal.com and we can get started.
