Retirement Plans
Nickolas J. Spiliotis has been working with business owners and qualified plan sponsors since 1998. He is well versed in the various types and characteristics of Retirement Plans. He works closely with his clients to help them to decide on the most appropriate plan design for their business. Once the company-appropriate plan is decided upon, Nick assists his clients in the installation, ongoing maintenance, and 404(c) compliance of the plan. Additionally he provides ongoing education to plan participants to help them take advantage of, and maximize the valuable benefit that their employer is providing for them.
"This is an area that I am very passionate about because I have personally seen the positive impact that systematic investing can have on everyone's financial future." - Nick Spiliotis
Mr. Spiliotis holds the Chartered Retirement Plans SpecialistSM designation and is a CERTIFIED FINANCIAL PLANNERTM professional.