Description: The Converse Team is a financial advisory firm specializing in providing independent fiduciary guidance and wealth management services to businesses and individuals. We offer expertise in tax planning strategies through investment related vehicles, taking pride in turning complex topics into easily understandable and actionable items to achieve the desired goals. The Converse Team is committed to excellence in the retirement plan space, focusing most marketing efforts to the 401(k) and 403(b) space.
Keywords: 401(k), 401k, 403(b), 403b, 457, retirement planning, retirement plan, investment advice, investing, wealth management, retirement planning services, asset management, financial planning, finances, tax planning, small business tax planning, fiduciary, corporate retirement, stocks, bonds, mutual fund, annuity, life insurance, long term care, disability, 529, college savings, independent, TPA, third party administration, institutional wealth management, institutional portfolio management, investment policy statement, IRA, Roth IRA, beneficiary, benefit consulting, financial consultant, financial advisor, stock market, budgeting, generational wealth, employee education, financial education, pension, social security, Medicare, traditional IRA, rollover, donor advised fund, 3(21), 3(38), investment account, retail account, brokerage account, cafeteria plan, section 125, HSA, FSA, flexible spending account, health savings account, Raymond James, Keating, Keating & associates, cash balance, RIA, registered investment advisor, distribution
