Elevate, Inc. would like to welcome our new client, Thoughtful Advisors! Gary LoDuca, founder and owner started Thoughtful Advisors in 2015 with a goal to deliver 401(k) plans that are high quality, low-cost and hassle-free. Gary and his team work closely with business owners and executives to determine what they are looking to accomplish. They recommend retirement plan design strategies that make the most sense to reach these goals. Once an owner understands what is possible, they can make better decisions based on their expectations and judgement. Thoughtful Advisors sets themselves apart in the financial services profession because they are not selling 401(k) plans, they are creating retirement plans that positively impact the futures of their client companies.
Gary’s experience in the industry began in the early 1990’s. He has worked with several industry leaders and used this experience to build Thoughtful Advisors into the successful company it is today. Thoughtful Advisors is 100% independent and operates as a fiduciary and as an ethical alternative to the big-name financial service providers. They are known for their high quality, low-cost and hassle-free plans. Their 401(k) plans allow businesses to outsource their 3(16) and 3(38) fiduciary responsibilities at lower costs than employers are currently paying for their non-fiduciary plans. They specialize in successfully rehabilitating 401(k) plans from payroll service providers. Thoughtful Advisors gives passion, professionalism, education, and a Tampa Bay area client service experience to their business clients. Elevate, Inc. is excited to work with Thoughtful Advisors and see what we can accomplish together!
“Have a crystal-clear understanding of what you are trying to accomplish. Pursue all possible solutions at 100 mph and do not fear setbacks along the way.”
– Gary LoDuca, Founder and Owner of Thoughtful Advisors.
Categorized in: Work
This post was written by Elevate, Inc.