RESOURCES
We’ve put our 30+ years of experience to work to provide you with this suite of resources. Our aim is to save you time and effort in planning out your financial and retirement goals. Don’t hesitate to contact us with any questions.
IMPORTANT LINKS
This is the link that you, the retirement plan participant or new enrollee will log in to review or establish your 401(k) plan. Within this site you will also find a comprehensive suite of Financial tools including: A Financial Wellness assessment, Organize your money tool, Planning for Retirement tool, Investing tool, Dealing with Debt, College Planning, There is even a tool for dealing with stress! As you review these helpful tools, don’t hesitate to send us a note if you have questions, we are here to help you!
Click here for more info on how to access your account, or Enroll here.
To help you understand your Plan, please review your plan highlights.
This important document describes the features of your Brad Hall Companies 401(K) Plan.
This suite of tools is a fast, easy way to figure out a host of financial related questions, such as how much to contribute to your retirement plan. Click here for more info on how to access your account, or Enroll here.
Participant investment education is available on your Plan. If you would like assistance on your 401(k) account, including savings rate, risk assessment and portfolio allocation, please complete the form available here and bring the completed form to your meeting, scheduled with our Plan advisor, or copy and send this completed form to our advisor at Michael.furrer@hubinternational.com
If you have funds in a prior employer’s plan, you may be able to cash out the funds, keep your funds in your prior plan, roll them over to an IRA, or roll them over into the Brad Hall Companies plan. Should you have questions, click this link and it will put you in contact with us to help you with your questions.
This link will provide you access to information regarding social security and medicare and Michael Furrer. Here you will be directed to resources to help you make an informed decision of what is the best fit for you and your situation.
To learn more about your personal social security account log into ssa.gov/myaccount Here you can establish your on-line access to view your personal social security account.
For market insights from LPL Financial’s Research department, click this link. See here for their youtube channel.
Economic blogs from various economists.
OTHER RESOURCES
FAMILY LOVE LETTER
So much of our important contacts and information is scattered among various locations. Should something unforeseen happen to you, the people you care about most will need to know who to contact and where important documents are located. This important resource is available to you at no cost. Please contact Michael Furrer here.
LPL BI-ANNUAL OUTLOOK
The Research Department at LPL provides a semi-annual Outlook which we have found to be helpful in providing a look into the economic environment and investment climate for the current period.
REINVENTING RETIREMENT
This is an informative quarterly newsletter provided by Michael Furrer that includes timely topics for our employees interested in learning more about retirement and investment planning.
This content was prepared by our parent company, HUB International, a separate entity from LPL Financial. This content does not make any financial or investment recommendations or otherwise promote a product or service of LPL Financial.
BUDGETING & BALANCE SHEET
This is a less comprehensive budgeting and debt reduction tool than the SmartDollar program above, and is provided at no cost to you. For assistance with this, you can contact Michael Furrer our Plan financial advisor for his insights on this topic.
ANATOMY OF A RECESSION
ClearBridge Investments provides an interesting Economic and Market Outlook. Of particular interest are the U.S. Recession Risk Indicators on pages 5 and 6. There is no guarantee that indicators like these are an accurate predictor of the future of the economy, it’s a tool to help provide clarity, without all of the noise of the mainstream press.
SELF-ASSESSMENT RISK QUIZ
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational material.
Check the background of your financial professional on FINRA's BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Insurance services offered through HUB International. Longbow Financial Services, HUB Retirement and Wealth Management, and HUB International are separate entities from and not affiliated with LPL Financial.
The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Longbow Financial Services, LLC, HUB International, HUB Retirement and Wealth Management, and LPL Financial are not affiliated with Brad Hall Companies or any other entity.
LPL Financial Form CRS
Michael Furrer
Michael.furrer@hubinternational.com
(509) 343-9275
Amanda Banta
Amanda.banta@hubinternational.com
(719) 565-8395
835 N Post St
Suite 203
Spokane, WA 99201
Mon-Fri: 8:00 AM – 4:30 PM