JULY is a non-competing provider. We do not sell or receive compensation for investment-related services. All of our services are designed to support and complement our strong network of financial partners. This has been our firms philosophy since our founding in 1994 and is embedded in our firms culture and strategic plan.
Happy New Year! To start the year off right, we would like to share insights on how you can help your business-owner clients minimize pains associated with top-heavy issues. Because top-heavy required employer contributions to 401(k) plans can create budget challenges and may be a thorn in the side of some business owners, this article discusses creative ways to alleviate related frustrations, satisfy existing clients and gain new relationships along the way.[+] Learn more
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