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Willert Morris Financial Management

Willert Morris Financial Management

Financial Advisor in Palm Springs, CA

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A Fiduciary’s Guide to Investments

You are here: Home / Uncategorized / A Fiduciary’s Guide to Investments

August 26, 2019 by Will Morris Leave a Comment

As a business owner, you want to acquire and retain highly talented individuals, increase employee satisfaction and morale, and optimize your tax benefits. Offering a retirement plan helps you make those goals a reality. But that doesn’t mean it’s easy. We understand how important it is to maximize plan benefits while staying tax efficient and following regulatory and fiduciary guidelines. 

That’s why we strive to serve as a seamless extension of your office, providing the support necessary to allow you to focus on growing and advancing your business. Our process, 401KMaestro®, provides retirement plan advice and services to corporate plan sponsors. We offer fiduciary advisory services, helping you operate and manage your retirement plan, saving you time and money and reducing liability. If you haven’t done a fiduciary risk review in the past three years, we’d love to provide you with complimentary benchmarking to ensure your plan is compliant and on track to deliver.

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Investment advisory services are offered through IAMS Wealth Management, an SEC registered investment advisor. IAMS Wealth Management and Walker Group Financial Services are independent of each other. The firm only conducts business in states where it is properly registered or is excluded from registration requirements. SEC registration is not an endorsement of the firm by the Commission and does not mean the advisor has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice.


Information presented is believed to be current. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio.


Fixed insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Photos are used for the singular purpose of enhancing the website. None of them are photographs of current or former clients.



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