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401 (k) Planning

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Prepare for a Comfortable Retirement With 401(k) Planning

Your retirement should be a time of relaxation, adventure and joyful moments with loved ones. With the proper planning, you can fully enjoy these golden years instead of worrying about finances. O'Connell Wealth Management can assist through our 401(k) planning services.

Why You Should Talk to Retirement Planning Professionals

Many people have a clear path toward retirement, but life can throw curveballs. What happens if you have to take early retirement due to downsizing or a disability? If you have a robust financial plan, you can adapt to whatever hand you're dealt.

Starting your retirement savings early is essential to getting the most from your assets. You'll have more time to build a nest egg and adjust investments as necessary. If that sounds like a lot, don't worry — our financial advisors will be with you every step of the way.

What 401(k) Planning Offers

Monitoring spending during retirement is just as important as having a robust investment portfolio. Our professionals can help you create a budget for your unique needs. We also provide the following:

Portfolio Reviews

Investment Policy Statement Review & Preparation

Retirement Plan Committee Establishment Assistance

Documentation of Retirement Plan System

How O'Connell Wealth Management Can Help

The O'Connell Wealth Management team helps to ensure you know your 401(k) planning options, allowing you to make informed decisions about your future. Learn more by contacting us online or calling 860-228-2036 today.


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