As a Financial Advisor with Good Life Orlando, I specialize in company retirement plans. Retirement plans can be complex and confusing. Today you continue to read about plans and fiduciaries being sued by participants. Many who act in a fiduciary capacity do no understand what all of this encompasses. I pride myself on making what can be a complicated situation easy for clients to understand. That way, they can rest assured knowing they are fulfilling their roles as a fiduciary to a plan. Managers understand that a good company retirement plan can be a key tool for recruitment and retention. I help to ensure that each plan is working to address their goals. How I accomplish this for my plans changes, but in general, I help plan fiduciaries by doing 5 key things: -providing investment research and recommendations -providing investment analysis for trustee meetings -being available to meet with individual participants to ensure they are retirement ready (remotely, or in person) -education training on what it means to be a plan fiduciary -enrollment meetings for eligible participants Phone: 407-232-9101 Email: mike.bensey@goodlifefa.com Address: 6900 Tavistock Lakes Blvd Suite 400 Orlando, FL 32827 I WELCOME A CONNECTION IF: -You are looking for an advisor for a company wide retirement plan. -You are unsure if you are a fiduciary with your company wide retirement plan. -You are wanting to ensure your company retirement plan is working for you. -You want to start investing for your financial future. -You want to make sure that what you are doing is the best thing for your situation. -You have never created a financial plan before. PROFESSIONAL EXPERIENCE: Prior to joining Good Life Orlando I worked as a Financial Advisor and Certified Financial Planner at Ameriprise Financial. Prior to that I ran my own independent Financial Firm for over fourteen years. Before moving to Orlando I worked in the D.C area for ten years. I grew up in West Virginia and earned my Bachelors of Science in Finance as well as my Master of Business Administration. When I am not working I like to spend time with my family at the beach, coaching my sons sports teams or serving at my local church.