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» Kelly McGrath

Investing in the Future

February 19, 2019

  Investing in the Future   February 19, 2019 – According to the Federal Emergency Management Agency (FEMA), more than 40% of businesses never re-open after a disaster, and for those that do only 25% are still operating after a year. [1] Unplanned down time costs on average $926 – $17,244 per minute; [2] this includes lost …

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Fiduciary Planning: A Checklist

October 15, 2018

  Fiduciary Planning: A Checklist   By: Kelly McGrath   October 15, 2018   Understanding your role as a Fiduciary on your 401k Plan We are an advocate for our clients providing clear and comprehensive advice, emphasizing plan education, risk mitigation and plan growth in order to meet our clients’ long-term objectives. We understand that …

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