A Sacramento highways that leads you to the 401k advisors of Genovese Burford & Brothers.
 

Fiduciary Governance

 

Managing your plan does not have to be a fiduciary nightmare.

Our fiduciary governance framework is rooted in several core ideas:

  1. Understanding your fiduciary responsibilities and where the exposure is

  2. Deciding which responsibilities to retain/outsource

  3. Developing a prudent process for retained responsibilities

GBB will assist clients with the development of a proper fiduciary structure that documents:

  1. The parties involved with the plan, their roles and responsibilities (board resolutions, committee charters)

  2. Prudent processes for retained responsibilities (investment policy statement)

  3. Appropriate delegation of responsibilities to professionals 

 

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Money 101


Earlier this year, GBB hosted another installment of Money 101, our attempt to improve financial literacy.  Kids and grandkids of our clients were invited to spend a few hours learning about stocks, the dangers of debt and credit, financial planning, and entrepreneurship.  The kids asked great questions and everyone enjoyed the day!

**Stay tuned for the series of 6 videos that will highlight the day's topics of Investments, Financial Planning, Credit, Evaluating a Job Offer, Paying for College, and Entrepreneurship.

Kelly Brothers, CFP®, MBA | Financial Advisor | Partner 7/12 Money 101- Introduction to the day!

 

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