This week, we are joined by Sentinel Pension's very own, Maggie Robinson! Maggie focuses on business development within our team and loves working with our clients to make sure they feel educated and confident about their plan. In this episode, Melissa and Maggie discuss the three components of your plan when you go "unbundled." We talk about Financial Advisors, Recordkeepers, and TPAs. Give us a call or visit our website for information about using a TPA!
Call us at 225-300-8478
Visit our website at choosesentinel.com
Stay tuned for more tidbits regarding retirement plans.
Have a question for us? Please email 401k@choosesentinel.com.
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Music by Adam Vitovsky