Joseph M. Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, a Principal and Investment Advisor with Seattle-based Synergy Financial Management, LLC, has published the second book in his Insight Series, 401(k) Insight: Getting to “Retired!”
Active for over 23 years in the financial services and investment industries, Maas is an expert with helping business owners establish a 401(k) that benefits the company with reduced taxes, and increases retirement savings for both the owner and employees. John A. Flavin, a Certified Financial Planner, joins Mr. Maas as co-author.
This 280-page, soft-cover book addresses two audiences. For the business owner, the book details the steps involved with creating a 401(k), guiding the owner with understanding the financial value of having a 401(k), the sponsor’s role and responsibilities, and familiarity with the RFP process when hiring the professionals who service the plan.
For the employees, Maas and Flavin explain the value of this outstanding financial opportunity and describe how employees can use their 401(k) to build a retirement fund that creates a comfortable lifestyle for their elder years. Maas and Flavin use an in-depth case study of Linda Nelson, a fictional woman in her late 20s who is contemplating her financial future and retirement. The authors demonstrate how Linda can achieve her financial goals with careful planning, and model the decision-making process through Linda’s experience.
Easy-to-follow charts and illustrations provide business owners with a step-by-step guide to starting a 401(k) plan, and employees with knowing how to take full advantage of this wonderful financial instrument for retirement saving and investing.
401(k) Insight: Getting to “Retired!” is the second book of the Insight Series that guides business owners and professionals toward long-term financial success. The premier book, Exit Insight: Getting to “Sold!”, focuses on teaching business owners how to prepare for the sale of their businesses. Future books will share Maas’ expertise and insight on investing, and with starting a new business.
401(k) Insight: Getting to “Retired!” is available for $24.95 at Merrell Publishing and Amazon.com. To learn more about this book, please contact author Joseph M. Maas at 206-386-5455 or joe@synergeticfinance.com.
About Joseph M. Maas
Joe Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM, is an unusual financial advisor because he is certified in so many areas of expertise. Maas has earned certificates from nine prestigious organizations. With over two decades of financial industry experience, he offers refined professional advisory skills to business owners, private wealth clients, and trusts. Maas established his company, Synergetic Finance, to provide personalized financial service, customized for each client’s unique circumstances. With a team of capable and broadly experienced financial advisors, Maas provides a complete mix of integrated financial services.
About John A. Flavin
John Flavin is a managing principal with Synergy Financial Management. In this role, John coordinates the efforts of Synergy’s other team members in executing the financial planning and investment process. After completing a postgraduate program in Baltimore, Maryland, John moved to Seattle and began his career in financial services. Mr. Flavin holds the CFP, AIF, CLU, ChFC, and CCIM designations.
For more information, please contact:
Joseph Maas, CFA, CVA, ABAR, CM&AA, CFP®, ChFC, CLU®, MSFS, CCIM
Synergy Financial Management, LLC
701 5th Ave., Ste. 3520, Seattle, WA 98104
206-386-5455
Joe@SynergeticFinance.com
