Most employees are starving for independent third party 401k advice.
The best things in life are tax free….. Including your retirement.
Rolling orphaned 401k accounts into IRA’s keep them safe and growing.
Auntie IRMAA is Uncle Sam’s wife and she has new plans for your Traditional 401k.
Business owners can reduce their legal exposure and fiduciary obligations.
A massive shift in 401k management is now underway nationwide.
Actively managed 401k plans have the potential to attract and keep top talent.
When employees have confidence in their retirement savings plan they are less stressed.
Meet Our 401k Money Managers
Tampa Bay Advisory, LLC and Michael Watkins offer Investment advice through Redwood Private Wealth, 3930 E. Ray Road, Suite 155, Phoenix, AZ 85044 (“Redwood”). Redwood is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Redwood of ers, or that its personnel possesses a particular level of skill, expertise or training. Important information and disclosures related to Redwood are available at https://redwoodprivatewealth.com. Additional information pertaining to Michael Watkins and/or Redwood’s registration status, its business operations, services, fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/. Redwood Private Wealth and Tampa Bay Advisory, LLC are independent of each other. Click here for full disclosure.