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Totus Wealth Management: Your Partner in Creating 401(k) Plans

Why Choose Totus for Your 401(k)?

Why Choose Totus for Your 401(k)?

At Totus Wealth Management, we understand that businesses need effective retirement solutions to attract and retain top talent while ensuring the financial well-being of their employees. That's why we specialize in designing and managing customized 401(k) plans tailored to meet the unique needs of your company and its workforce.

Building the Business You Can Imagine.

Customized Plan Design

We understand that every company has distinct goals and priorities. Totus Wealth Management works closely with you to design a 401(k) plan that aligns with your company's objectives and caters to the financial aspirations of your employees.

Investment Options

We offer a wide range of investment options to suit the diverse needs and risk tolerance levels of your employees. From conservative options to more aggressive growth strategies, we can help you craft a diversified investment menu.

Employee Education

Empowering your employees with financial knowledge is essential. We provide comprehensive education and communication services to ensure your employees understand their retirement benefits and make informed decisions.

Seamless Plan Administration

Our team handles all aspects of plan administration, including compliance, recordkeeping, and reporting, allowing you to focus on your core business activities. We strive to provide you with comprehensive support.

Our Company 401(k) Solution Process

  • Consultation and Needs Assessment: We begin by understanding your company's goals and the unique requirements of your employees through a detailed consultation.
  • Plan Design and Implementation: Our professionals design a tailored 401(k) plan that reflects your company's values and employee needs. We handle the implementation process from start to finish.
  • Investment Management: We provide ongoing investment management to ensure your plan's investment options are aligned with your employees' financial objectives.
  • Employee Education: We offer educational seminars, materials, and one-on-one consultations to empower your employees to make the most of their retirement benefits.
  • Compliance and Reporting: We handle all regulatory compliance and reporting requirements, easing the administrative burden on your HR department.

Your Totus 401k Team

R. Andrew Yarbrough Jr.

R. Andrew Yarbrough Jr.

Senior Wealth Manager

855.203.1874

Sammy Salek, CFP®, AWMA®

Sammy Salek, CFP®, AWMA®

Financial Planner

713.417.0086

832.663.6055

Crystal Nguyen

Crystal Nguyen

Wealth Management Advisor

832.259.4888

832.663.6055

Steve S. Tawadrous, APMA™

Steve S. Tawadrous, APMA™

Financial Advisor

214.395.6036

Get Started Today

Transform your employee benefits package with a comprehensive 401(k) plan from Totus Wealth Management. Attract and retain top talent while promoting financial security among your employees. Contact us today to schedule a consultation and take the first step towards enhancing your company's retirement benefits.

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