[vc_row full_width=”stretch_row_content_no_spaces” equal_height=”yes” el_class=”benefits-block”][vc_column width=”1/2″ css=”.vc_custom_1630056912048{background-image: url(https://401kbusinessadvisor.com/wp-content/uploads/2018/01/homeabout-1.jpg?id=329) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_custom_heading text=”About Us” font_container=”tag:h1|text_align:left” use_theme_fonts=”yes”][vc_column_text el_class=”home-about”]Winslow Financial was founded in 2005 as a strictly fee-based, independent Registered Investment Advisory firm specializing in assisting clients and their families thoughtfully plan and secure appropriate paths towards their goals. We excel at:

  • Listening to understand
  • Foreseeing, avoiding, and protecting clients from problems before they arise,
  • Allinging solid investments with client risk tolerance, and
  • Minimizing expenses.

[/vc_column_text][vc_btn title=”Contact us” style=”outline” color=”primary” link=”url:https%3A%2F%2F401kbusinessadvisor.com%2Fcontact%2F” css=”.vc_custom_1630055700912{margin-bottom: 55px !important;}”][/vc_column][vc_column width=”1/2″ css=”.vc_custom_1630056888442{background-image: url(https://401kbusinessadvisor.com/wp-content/uploads/2018/01/homebenifit.jpg?id=331) !important;background-position: center !important;background-repeat: no-repeat !important;background-size: cover !important;}”][vc_custom_heading text=”Benefits to Your Business” font_container=”tag:h1|text_align:left” use_theme_fonts=”yes”][vc_column_text]We design customised, low cost, transparent 401(k) plans with better investment choices. We partner with trusted names in the financial services industry, including Fidelity and Principal. Independent and strictly fee-based translates into “your needs are our priority”. We engage your employees and encourage sound financial decisions so that they value their benefits.[/vc_column_text][vc_btn title=”Learn More” style=”outline” color=”primary” link=”url:https%3A%2F%2F401kbusinessadvisor.com%2Fbusiness-benefits” el_class=”about-learn-more”][/vc_column][/vc_row][vc_row el_class=”services-block”][vc_column][vc_custom_heading text=”Services” font_container=”tag:h1|text_align:center” use_theme_fonts=”yes”][vc_column_text el_class=”tag-line desktop-padd-bott”]We work with you to manage plan risk by structuring and maintaining sound fiduciary governance.[/vc_column_text][vc_row_inner][vc_column_inner el_class=”responsive-border-bottom Responsive_padd_bottom” width=”1/3″][vc_single_image image=”37″ img_size=”full” alignment=”center” css=”.vc_custom_1508915069122{margin-bottom: 25px !important;}”][vc_custom_heading text=”Plan Fiduciary” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]As a Registered Investment Adviser, Winslow Financial LLC is well suited to serve as one or your plan fiduciaries.[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”responsive-border-bottom Responsive_padd_bottom” width=”1/3″][vc_single_image image=”42″ img_size=”full” alignment=”center” css=”.vc_custom_1508915075657{margin-bottom: 25px !important;}”][vc_custom_heading text=”401(k) plan design” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]We have extensive experience working with business leaders and benefits experts in designing plans.[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”responsive-border-bottom Responsive_padd_bottom” width=”1/3″][vc_single_image image=”39″ img_size=”full” alignment=”center” css=”.vc_custom_1508915081365{margin-bottom: 25px !important;}”][vc_custom_heading text=”TPA vendor selection” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]We work for you to gather and compare quotes from leading 401(k) providers ensuring you receive the best value.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_separator][vc_row_inner][vc_column_inner el_class=”responsive-border-bottom Responsive_padd_bottom” width=”1/3″][vc_single_image image=”43″ img_size=”full” alignment=”center” css=”.vc_custom_1508915087489{margin-bottom: 25px !important;}”][vc_custom_heading text=”Investments” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]We have extensive knowledge of investment vehicles to help you choose high performing, low expense funds.[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”responsive-border-bottom Responsive_padd_bottom” width=”1/3″][vc_single_image image=”45″ img_size=”full” alignment=”center” css=”.vc_custom_1508915093106{margin-bottom: 25px !important;}”][vc_custom_heading text=”Employee Education” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]We work with you to educate your employees so that they understand and value their benefits.[/vc_column_text][/vc_column_inner][vc_column_inner el_class=”Responsive_padd_bottom” width=”1/3″][vc_single_image image=”44″ img_size=”full” alignment=”center” css=”.vc_custom_1508915097963{margin-bottom: 25px !important;}”][vc_custom_heading text=”Employee enrollments” font_container=”tag:h3|text_align:center” use_theme_fonts=”yes”][vc_column_text]We are available and encourage group or individual enrolments and can easily integrate into your annual enrolment process.[/vc_column_text][/vc_column_inner][/vc_row_inner][vc_separator][vc_btn title=”Schedule a Free Consultation” style=”flat” color=”inverse” align=”center” link=”url:https%3A%2F%2F401kbusinessadvisor.com%2Fcontact%2F” css=”.vc_custom_1630055724333{margin-bottom: 0px !important;}”][/vc_column][/vc_row][vc_row bg_type=”image” parallax_style=”vcpb-default” bg_override=”full” el_class=”home-content-block”][vc_column][vc_column_text]

We bring unmatched expertise in 401(k) benefits planning.

As the quarterback of the process, we will direct and coordinate the various 401(k) elements to work together and achieve your goals. Our clear communication to your employees will increase their engagement because they understand and value their benefits. They will appreciate your efforts and commitment towards their personal retirement goals.

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