OUR OFFER

Our offer comes in two segments. First, we are proud to offer a comprehensive, complimentary review of your company’s current retirement plan. The cost to you is simply two hours of your time. One hour will initially be spent gathering the information necessary for our review; the second hour will be spent presenting CWMI’s evaluation of your company’s plan. The words “thorough” and “informative” are the most popular responses we receive.

The second segment of our offer is an opportunity for us to “put our money where our mouth is.” Because we are confident that you will see the value we can bring, we would like to offer a complimentary “picnic lunch” for your employees, something they are sure to enjoy and appreciate! Lunch will be served by a highly-reputable local catering company (The Party-Kart) at the location and time of your choosing.

That’s it! CWMI will pick up the lunch tab in exchange for two hours of your time. When was the last time your current plan provider and advisor bought everyone lunch?

SCHEDULE AN APPOINTMENT

If you are interested in meeting with us, please contact us via telephone (708) 633-8200 or email (info@caseywealth.com). We look forward to meeting with you soon!