Company Retirement Plans - 401(k)

01

Adaptive Planning

We guide you through updating and upgrading your retirement plan to align with the current phase of your company, ensuring it remains effective and compliant.

02

Personalized Plan

Our approach involves working directly with plan participants to define their retirement goals, followed by designing specific savings and investment strategies to achieve these objectives.

03

Flexible Service Models

Garnett Investments offers two distinct service models, ranging from basic setup and maintenance to comprehensive management and strategic planning, based on your company’s specific needs.

04

Expert Guidance

Our experienced team provides ongoing advice and support, helping to navigate the complexities of retirement planning and ensuring your 401(k) plan serves the best interests of all involved.

Let's get started

Is your company’s retirement plan meeting your expectations?

Explore how our tailored 401(k) services can enhance the financial well-being of your employees and your business. Contact us today for a detailed consultation.

Visit Us

2630 Eastside Blvd
Beatrice, NE 68310

Connect

Office: 402-223-3433

Toll-Free: 855-623-3433

Fax:402-223-3435

Staff@GarnettInvestments.com

Primary Wealth Management, LLC, DBA Garnett Investment Strategies, is a Registered Investment Advisor whose principal office is located in Nebraska. The advisor may not transact business in states where it is not approrpriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the redering of personalized investment advice for compensation, will not be made without registration or exemption.

This website is a publication of Garnett Investment Strategies. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of any subjects discussed. A professional advisor should be consulted before any investment decisions are made. Past performance does not guarantee future success. Information on this website is not an offer to buy or sell or a solicitation of any offer to buy or sell the securities mentioned herein. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. All expressions of opinion reflect the judgement of the authors as of the date of the publication and are subject to change.

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