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How the New Electronic Disclosure Rule affects your 401(k) Plan
October 29, 2020 • 401(k), Business Owner Planning, Financial Planning, Investment, Retirement Funding, Wealth Management

How the New Electronic Disclosure Rule affects your 401(k) Plan

This episode is a great example of how fast technology is changing, and how that affects 401(k) plans. We’ve selected audio clips from a recent Qualified Plan educational webinar that Josh hosted with Matthew Eickman, the National Retirement Practice Leader for Prime Capital Investment Advisors & Qualified Plan Advisors. In this episode, Josh and Jay […]

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Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First
October 13, 2019 • Investment

Is it Time for an Investment Advisor? Ask Yourself These 5 Questions First

While an investment advisor can be helpful in any situation, hiring one is definitely more necessary when you have complex issues and questions to sort out.

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Gulf Coast Financial Advisors LLC (“GCFA”) is an investment adviser registered with the states of Alabama and Texas. Registration does not imply a certain level of skill or training. GCFA provides investment advisory services only in jurisdictions where it is properly registered, has made the required notice filings, or qualifies for an exemption or exclusion from registration or notice filing requirements. Nothing contained herein should be construed as legal, tax, or investment advice, or as a solicitation to engage in any specific securities transaction or investment strategy. Personalized investment advice is provided only through direct communications with GCFA’s duly authorized investment adviser representatives. GCFA is doing business as Summit Legacy Advisors, a GCFA Network Company, in the state of Texas. Gulf Coast Financial Advisors, LLC | 561 Fairhope Ave, STE 202B | Fairhope, AL 36532 | 251.327.2124 | www.gulfcoastfa.com