Gary LoDuca - 401(k) Plan Designer
Founder, Owner & Chief Executive Thinker
Thoughtful 401(k) Conversations Lead to Thoughtful 401(k) Plans
After 25+ years in financial, investment and tax related services, I realized most business owners and their employees weren’t getting the best 401(k) plan for their specific needs and goals.
We think differently because that’s where value is created that benefits our business owner clients.
We started Thoughtful Advisors as a fiduciary-focused ethical alternative to corporate financial service providers. We help our clients “Understand What Is Possible” to improve their tax and financial lives through thoughtful strategies that address their specific expectations.
We believe Sir John Templeton was right when he said,
Doing the same thing and getting the same results is the easiest path that most people take. Making a decision and doing something takes effort. Make a decision to have a thoughtful conversation.