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Independent Fiduciary Services for 401(k) and 403(b) Plans

The Fiduciary Assessment of an Investment Advisor. Independent Fiduciary Services for 401(k) and 403(b) Plans. Federal law requires plan sponsors to take fiduciary responsibility for their company’s retirement plan. This demands a level of investment expertise and a time commitment that most employers don’t have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi...

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CONTACTS AT FIDELISFIDUCIARY.COM

W. Michael Montgomery

14502 N. ●●●●●●●●●y Highway

Sui●●●328

Ta●●pa , Florida, 33618

United States

813-●●●●9305

mm●●●●●●●●●@m-rpa.com

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W. Michael Montgomery

14502 N. ●●●●●●●●●y Highway

Sui●●●328

Ta●●pa , Florida, 33618

United States

813-●●●●9305

mm●●●●●●●●●@m-rpa.com

View this contact

W. Michael Montgomery

14502 N. ●●●●●●●●●y Highway

Sui●●●328

Ta●●pa , Florida, 33618

United States

813-●●●●9305

mm●●●●●●●●●@m-rpa.com

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Independent Fiduciary Services for 401(k) and 403(b) Plans | fidelisfiduciary.com Reviews

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The Fiduciary Assessment of an Investment Advisor. Independent Fiduciary Services for 401(k) and 403(b) Plans. Federal law requires plan sponsors to take fiduciary responsibility for their company’s retirement plan. This demands a level of investment expertise and a time commitment that most employers don’t have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi...

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Independent Fiduciary Services for 401(k) and 403(b) Plans | fidelisfiduciary.com Reviews

https://fidelisfiduciary.com

The Fiduciary Assessment of an Investment Advisor. Independent Fiduciary Services for 401(k) and 403(b) Plans. Federal law requires plan sponsors to take fiduciary responsibility for their company’s retirement plan. This demands a level of investment expertise and a time commitment that most employers don’t have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi...

INTERNAL PAGES

fidelisfiduciary.com

1

Assess Life Insurance Needs | Fidelis Fiduciary Management

http://www.fidelisfiduciary.com/resource-center/insurance/assess-life-insurance-needs

The Fiduciary Assessment of an Investment Advisor. Assess Life Insurance Needs. Final Cost. Paying for a funeral can be a financial burden on a family. Make sure your estate management will provide your loved ones with sufficient funds to cover this important cost. If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. Which funds will need to be avail...

2

Who We Are

http://www.fidelisfiduciary.com/p/who-we-are

The Fiduciary Assessment of an Investment Advisor. Fidelis Fiduciary Management provides fiduciary services to retirement plans so they don't have to go it alone. We partner with you and your plan's advisor to help manage the responsibility for investment oversight, delegate your workload, and simplify your life. All of our fiduciary consultants hold the Accredited Investment Fiduciary. W Michael Montgomery, AIF. CLU, CFS, TGPC, C(k)P. Click to read more. David M. Montgomery, AIF. Click to read more.

3

How to Appeal Your Property Taxes | Fidelis Fiduciary Management

http://www.fidelisfiduciary.com/resource-center/tax/how-to-appeal-your-property-taxes

The Fiduciary Assessment of an Investment Advisor. How to Appeal Your Property Taxes. Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.¹. The procedures and requirements for challenging the assessed value of your property will differ by state, but you should consider a number of general factors. Determine Whether an Appeal Is Justified. Appealing you...

4

Should You Invest in Exchange Traded Funds? | Fidelis Fiduciary Management

http://www.fidelisfiduciary.com/resource-center/investment/should-you-invest-in-exchange-traded-funds

The Fiduciary Assessment of an Investment Advisor. Should You Invest in Exchange Traded Funds? There are hundreds of ETFs available. Should you invest in them? What are your options for investing in emerging markets? Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. 5 Smart Investing Strategies. Getting what you want out of your money may require the right game plan. Have A Question About This Topic? 14502 N. Dale Mabry Highway.

5

Healthy Body, Healthy Pocketbook | Fidelis Fiduciary Management

http://www.fidelisfiduciary.com/resource-center/lifestyle/healthy-body-healthy-pocketbook

The Fiduciary Assessment of an Investment Advisor. Healthy Body, Healthy Pocketbook. Healthy Targets. Generally speaking, cholesterol should be 200mg/dL or lower. And a good blood pressure level is 120/80 mmHg or less. People save for a variety of things in retirement. Some dream of vacation homes in tropical destinations, others plan to spend time with grandchildren and family. Of all the activities you are saving for in retirement, did you know that healthcare may have the biggest price tag? 8212; This...

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Independent Fiduciary Services for 401(k) and 403(b) Plans

The Fiduciary Assessment of an Investment Advisor. Independent Fiduciary Services for 401(k) and 403(b) Plans. Federal law requires plan sponsors to take fiduciary responsibility for their company’s retirement plan. This demands a level of investment expertise and a time commitment that most employers don’t have. Fidelis works closely with plan advisors who prefer to partner with an outside fiduciary. We stay in close communication with advisors and value their input. CEFEX certified by the Centre for Fi...

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