Preparing Your Employees

We understand that offering your employees a comprehensive way to help them plan for a successful retirement is important. Employee benefits can help you recruit the best and brightest, help keep employees and prospective employees engaged, and help ensure that your company will thrive.

Our goal is to help make this process as seamless as possible. That’s why we offer a comprehensive process for new employees, including a simple enrollment process and introductory group meetings. In addition, employees will have access to a suite of onsite services to help them make the right retirement decisions, or simply inform them about what lies ahead.

Current Lineweaver user friendly workshops include:

  • Set up your 401(k) account for retirement success
  • Understand how current legislation affects your 401(k)
  • Customize your investment portfolio
  • Examine which is right for you: Roth vs. Traditional 401(k) options
  • Optimize Social Security planning
  • Coordinate all your employee benefits
  • Save for college
  • Identify the basics of setting financial goals
  • Understand the importance of active management
  • Stretch your 401(k) benefits over the life of your children and grandchildren

Terms and Conditions | Privacy Policy | Disclosures

Nominees in the Top 100 Magazine selections are not required to pay a fee for consideration. Individuals appearing in half and full page editorials, have paid a fee for additional exposure. Candidates for consideration are selected utilizing proprietary software. Top 100 Magazine analyzes the results before making their final selections. Financial Professionals and/or wealth managers must also met the following criteria; 1. Be registered with the SEC as a registered investment advisor or a registered investment advisor representative; 2. Have no more than 1 filed complaint with a regulatory agency; 3.Never been convicted of a felony. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the Financial Professional by any client nor are they representative of any one client's evaluation. Lineweaver Financial Group appeared in Money magazine in 2015, Fortune Magazine in 2016, WTAM 1100 in 2018, Forbes in 2020, Channel 5 in 2020, and Top 100 in Finance in 2023.

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