What’s the benefits of having a financial rep on your 401(k) plan? Time, expertise, and peace of mind. Recently, I became the financial rep to a local business’s 401(k) plan. Together, we’re working to take their retirement plan to the next level with a few simple steps. With over 50 employees, managing a retirement plan can be pushed to the back burner. As an owner myself, I always have million and one tasks I could be doing at any time. It’s no wonder that the retirement plan might not be up to standard. However, that’s where I came in. At a recent seminar with the whole staff, I share that the 6 top performing funds in the company’s 401(k) plan had no participants invested! Now, we’re working to change that by sitting down with each employee to review their plan. As a business owner, you shouldn’t have to worry about your retirement plan. I’ve helped with: 📌Plan management: Reviewing costs, fees, and current fund line up to make sure they have the top funds to choose from. 📌Personalized service: Local point of contact for all questions and concerns (no more automated customer service, YAY!) 📌Professional help: Questions on the current line up? Financials? I’m here for the employees when they have questions. Now, we're working together to share insights and help employees with their questions. Having a financial rep on your retirement plan can help you focus on your other priorities. While the employees get the support, they need and the company gains peace of mind! (Which is AWESOME!!) 📌Are you contributing to a retirement plan? --------------- Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #BusinessOwner #Retirement #Finance #PersonalFinance

Hiya friends! 🎈🤡 Is your legacy secure? If not, let's chat TODAY! (414)-677-7766

I made one of the biggest mistakes of my career…. I didn’t prioritize my own schedule and hobbies. Being a business owner, you wear LOTS of hats. There is always something you could be doing at the office. For a while, I got into a pattern of staying at the office until 11pm. Multiple nights in a row. And working every weekend. My mental health paid the price. When trying to grow my business, I was neglecting myself and my hobbies. Now, I’m setting boundaries for myself. No staying at the office til 11. Not working every weekend. Taking time for the activities I love. This has already helped LOADS and I find that I get more done overtime. 📌What mistakes have you made in your career that affected you? Hi, I'm Jon Dannecker! For over 14 years, I've been helping families, businesses, and individuals plan for the financial future. My door is ALWAYS open, message or call me! #MentalHealth #Leadership #BusinessOwner #GrowthMindset

The ball is in your court! 🏀⛹🏻‍♂️We're just a call away! 📞(414)-677-7766 Who else will be cheering on the Bucks tonight?? FUN FACT: I was at the 2021 NBA Championship! 💚🦌