Kort Mcculley, Aif, Bfa, Cpfa Email & Phone Number

Connect with me using ---> kmcculley@mcculleyfinancial.com You know how most businesses struggle with running a successful retirement program, planning that doesn't really work, and no real path to a bigger future? I solve that, using my experience of creating strong programs and directing loyal employees to a bigger future at growing companies.If you're an entrepreneur, business owner, key executive or leader that wants to:> attract and keep great employees> know exactly whether you and your employees are on track for a bigger future> create a culture that's focused on a clear future rather than hope based planning> identify the best tools and resources in the marketplace for you and your team members...Then we should talk.Use this form to set up a chat ---> 312.219.9000Corporate Retirement Plan Consultant, focused on managing qualified plans i.e. 401k profit sharing plans, defined benefit pension plans, and other retirement plans for small to mid-size businesses initially throughout the Midwest but now Nationwide.Held various roles in financial services and insurance industry: Accredited Investment Fiduciary (AIF), Employee Benefits Consultant, Corporate Retirement Plan Consultant, Business Owner, Partner, Author, Investor, and Blogger.Specialties:Fiduciary ConsultingRetirement Plan Consulting401kInvestment AdvisoryDream PlanningFinancial Planning401k ManagementInvestment PlanningEstate PlanningIndividual ConsultationsCorporate ConsultationsFinancial BootcampsDreamNumberFreedom to Dream Video SeriesInvestment CommitteesRetirement Provider SearchesSmall to Mid-Sized BusinessesPublic Speaking

Listed skills include Investments, 401K, Wealth Management, Retirement, and 25 others.