Nick Economos, Crps® Email and Phone Number
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Nick Economos, Crps® personal email
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As a Chief Retirement Officer, I design solutions for retirement plan sponsors who are frustrated by the process of administering a business’ 401(k) plan, helping to maximize the plan’s participation and performance as a result.Before I begin working with them, my future clients often have questions such as:• What are other companies doing with their plans?• How much does my plan cost and how much should it cost?• What can we do to make running our plan easier?• Are we using the right retirement plan providers?• Are there better fund options out there for a company like ours?• Is our retirement plan working for our employees?My approach sheds light on the answers to these questions so plan sponsors can know the real health of the company’s 401(k) plan and whether their plan is truly the best for the needs of the business. I also provide financial advice to owners of highly profitable, closely held businesses who are looking for ways to reduce or defer taxes or see a crucial transition coming on the horizon due to the sale of a business or their own retirement. When succession planning and retirement planning need to be part of the same conversation, that’s a meeting I always welcome. I’m passionate about speaking to companies about behavioral finance, retirement, building more effective retirement plans and providing educational programs. I’ve appeared on radio shows and podcasts to spread my passion and knowledge for helping individuals succeed financially. I look forward to opportunities to address appropriate groups and encourage you to explore this activity with me.
Fiduciary Financial Partners, Llc
View- Website:
- fiduciaryfinancialpartners.com
- Employees:
- 8
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Financial Advisor And Chief Retirement OfficerFiduciary Financial Partners, LlcNaperville, Il, Us
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Financial Advisor & Chief Retirement OfficerFiduciary Financial Partners, Llc Aug 2012 - PresentNaperville, IlI founded Fiduciary Financial Partners in 2012 with John Eberle and John Hillman. We live up to our name because clients are able to confidently embrace their financial futures in partnership with their fiduciary advisors and see a financial system that is finally working in their best interest. In fact, unlike a broker, a fiduciary is held legally responsible to put the interests of the client ahead of their own.Being a company’s retirement plan sponsor can be a daunting challenge. There’s paperwork to be filed on time, enrollments to track, a total cost to the company that’s difficult to quantify, the hassle of changing vendors like payroll or recordkeeping and more. Acting as a Chief Retirement Officer allows me to step in and make the process far more manageable for plan sponsors. I can design and guide the implementation of highly successful financial and retirement solutions. Having built corporate retirement plans for the last 20 years, I like to say that I help people learn “what they don’t know that they don’t know” about retirement plans.My role as Chief Retirement Officer extends to business owners and key executives who need a strategy for business continuity beyond retirement. After all, whether they hand the company off to the next generation of leadership or sell the business, these executives are ultimately going to leave the business they started and led. That requires a keen eye for closing the gaps between their present financial picture and what needs to be done to achieve the kind of retirement savings that sustains them for decades.
Nick Economos, Crps® Skills
Nick Economos, Crps® Education Details
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Financial Counseling And Planning -
Wheaton Central High School
Frequently Asked Questions about Nick Economos, Crps®
What company does Nick Economos, Crps® work for?
Nick Economos, Crps® works for Fiduciary Financial Partners, Llc
What is Nick Economos, Crps®'s role at the current company?
Nick Economos, Crps®'s current role is Financial Advisor and Chief Retirement Officer.
What is Nick Economos, Crps®'s email address?
Nick Economos, Crps®'s email address is ne****@****tfg.com
What is Nick Economos, Crps®'s direct phone number?
Nick Economos, Crps®'s direct phone number is +131234*****
What schools did Nick Economos, Crps® attend?
Nick Economos, Crps® attended Purdue University, Wheaton Central High School.
What are some of Nick Economos, Crps®'s interests?
Nick Economos, Crps® has interest in Family, Kite Boarding, Portfolio Management, Skiing, Financial Management, Financial Growth, Financial Fiduciary Services, Philanthropy.
What skills is Nick Economos, Crps® known for?
Nick Economos, Crps® has skills like Fiduciary Services, Fiduciary Management, Retirement Planning, Fiduciary, Financial Advisory, Financial Services, Portfolio Management, Risk Management, Finance, Strategic Financial Planning, Retirement Solutions, Financial Accounting.
Who are Nick Economos, Crps®'s colleagues?
Nick Economos, Crps®'s colleagues are Nate Wiercioch Cfp®, Miaciah Manuel, John Hillman.
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