ABOUT US
The 401k Hotline can help. The 401K hotline
was designed to create a medium where individuals, plan administrators,
and business owners can find information regarding 401(K)
plans; and the extremely confusing issues that pertain to
them. Whether you are looking for information on distributions,
rollovers, loans, debt consolidation, or even divorce, the
financial planners at the 401K hotline are ready to assist.
Our specialty is taking the bureaucratic non-sense and putting
it into terms that everyone who is not financially savvy can
understand.
The 401k-hotline was created and founded
by Jonathan Marc Beitler a Financial Planner and Investment
Executive with FSC Securities Corporation. Jonathan's
team exists to offer quality, long-term "client for life"
investment advice and financial planning services for the
purpose of achieving financial independence during one's lifetime
and to efficiently pass that accumulated wealth to future
generations.
Investment plans are tailored to the individual
needs of individual families because no two families could
ever be exactly the same. Families are inherently different
in size, structure, personality and undoubtedly in the financial
resources available to them. List of a few services available
to our clients:
- 401(k) advice and rollover assistance
- Employee stock option financing
- Annuities: fixed and variable
- IRA and Roth IRAs
- Small business and corporate retirement
plans
- Estate planning, wealth preservation
- College funding / education planning
-
Life insurance, long-term care,
and disability insurance
Today, we have ready access to the tools
for the endowment of multigenerational wealth. The accumulated
wealth of an individual and their family can and should be
nurtured to produce financial independence (sufficient income
for life and life's emergencies) and for passing on an inheritance
to future generations.
Our approach to financial planning is to
foster every client relationship as a "client for life".
Not only are we concerned about your current financial position,
but also about your predictably-unpredictable future.
If there is one thing that we have
learned, is that life doesn't stand still. Over the many years
and even decades to come, issues will arise for your family;
many of which will be unexpected. When they do, wouldn't it
be nice to say... We thought of it, we planned for it
and now I will tend to my family's emotional needs.
Our business is people and their financial
well-being. Therefore, in the pursuit of our goals, we will
conduct ourselves in accordance with the following precepts:
- Our clients always come first.
- We must provide the highest level of
service with integrity.
- Assisting our clients in the attainment
of their financial objectives is our most worthy enterprise.
- We must communicate with our clients
clearly and frequently.
- Our investments and services must be
of superior quality.
- Teamwork - cooperating with and
providing assistance and support to our clients - is fundamental
to sustaining a quality relationship that nurtures opportunities
for unparalleled service, financial piece of mind, and financial
independence.
Innovation is requisite to our survival
in a changing world………
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