MoneyLetter Hi-Lites
January Issue
MoneyLetter Hi-Lites is a free educational guidance resource for all retirement plan participants. It will enhance your experience as you move along your MyWealth Journey. MoneyLetter Hi-Lites is an important component of Asset Strategy’s holistic approach to your overall financial health.
Weathering the Financial Storm
Following a Long Term Road
Dear Lego Employee,
Thanks for visiting this dedicated site for Lego. This site is intended to provide you with specific information that can help you plan and invest for retirement. We will post past presentations so you can review ones you may have missed, articles on relevant topics and information on the investments in your plan. While this site is intended to help you make better decisions about retirement saving & investing, it is not intended to replace the Recordkeeper website, where you access your retirement account itself. It also is not intended to take the place of personalized advice-for that you should contact us, as we are here to help you.
Our contact information is below.
Sincerely
Your Retirement Team
John Gentry
Director of Retirement
John D. Gentry, CFP®, AIF®, CEBS®, CKP® is our Director of Retirement. John applies his 25+ years of experience to help plan sponsors and participants create the retirement program of their dreams. John can rejuvenate your retirement plan by renegotiating vendor services & fees, updating your investment menu, and evaluating your plan’s design. John only works in a fiduciary capacity with clients, either as a 3(21) or 3(38) ERISA fiduciary. He holds a B.S. in Finance from The University of Connecticut.
782-235-4426 Ext 127
jdg@assetstrategy.com
Bill O'Neill
Business Operations Manager
William “Bill” O’Neill, AIF®️ is a graduate of Merrimack College with a BS in Finance. He is an Accredited Investment Fiduciary from the Center for Fiduciary Studies. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, owned a purpose-built construction company, and helped develop a corporate marketing and communications firm. Bill has also been an investment property investor for over 20 years.
