November 27, 2019 •
Josh records this episode at the headquarters of Prime Capital Investment Advisors, joined by Qualified Plan Advisors (QPA) representatives Chris Roper and Tommy Mancuso. In this episode, Josh, Chris, and Tommy break down all of parts that go into a well-constructed qualified retirement plan.
Schedule a free, no-obligation conversation to discuss your financial goals.
Schedule a ConversationOr call us at (251) 202-2283
Gulf Coast Financial Advisors, LLC ("GCFA") is a registered investment adviser offering advisory services in the State of Alabama and in such other jurisdictions where it is registered, filed the required notices, or is otherwise excluded or exempted from such registration and/or notice filing requirements. Registration does not indicate or imply that GCFA has attained a particular level of skill or ability nor does it constitute an endorsement of the firm by the Securities and Exchange Commission (SEC) or any state securities regulator.
