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James Lepore
Financial Advisor @Edward Jones
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WORK HISTORY
Financial Advisor @Edward Jones
Mount Vernon, WA, US
Financial Strategies | Retirement | LTC & Life Insurance | Estate Considerations
ABOUT JAMES LEPORE
In my experience, most business retirement plans are underserved both at the participant and administrative levels. That\'s made it pretty easy for my process to stand out from the crowd as I have a repeatable routine for ensuring your participants are educated and informed about their benefits while I help you monitor and understand how your benefits package stacks up against the competition. The process starts with a fact finding mission and satisfaction survey. I want to understand the relationships you have with your current provider and TPA, your returns, what kind of service you\'ve been getting, what you like, what you might want to change, etc. We may find that the only thing you want to change is the advisor servicing the plan, or that you need a whole new suite of support. If you\'re business plan was recently acquired by another provider and you\'d like help to navigate your options, if you\'d like to have more control over the 401k benefits your offering to better serve the teams you work with, or if you think it may just be time to do your due diligence and secure some quotes to make sure you\'re getting a fair deal I can help For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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