Thank you for your interest.
By far the most common employer-sponsored retirement plan is the 401(k) plan.
The 401(k) plan is a defined contribution plan. It allows employees to make pre-tax contributions, and the funds contributed plus any earnings accumulate tax deferred.
After completing the form, please click on the "Submit" button. Your information will be emailed to our offices and we will process your request. All information will be kept confidential.
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Paul Doak, CFP® |
18208 28th Drive South East
Bothell,
WA
98012
|
Phone: 206-774-0262 | | Fax: 505-217 3517 |
www.id-financial.com | | paul@id-financial.com |
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and the federally registered CFP (with Flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. |