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Home > Services Provided
What Tools Are Available?
We work from a 360 viewpoint to provide the education, advice, support and tools you need to plan and retire with confidence.
We view our role as your supporter, educator and advocate -- providing quality education, strong decision and action taking support -- and helping you to leverage the scale and savvy of the U.S. Women's Chamber of Commerce to access quality, affordable resources and tools so that you may effectively act upon your plans.
EDUCATION FIRST
The U.S. Women's Chamber of Commerce always places the top most emphasis on education. We know when you are fully informed and have access to quality education, tools support -- you will take the lead and drive.
So, we start with education that focuses on all phases of business and financial growth. You'll see our 360 Wheel used frequently to help individuals and businesses learn the connections and actions needed to move from Initiating Wealth to Growing Wealth to Maximizing Wealth to Protecting Wealth to Using Wealth and finally to Passing on Wealth.
We provide education via webcasts, via the U.S. Women's Chamber of Commerce Learning Center, through local area educational sessions, and through individual education and advisory sessions.
We guarantee you that our education is fully independent -- we do not take money from large corporate or political sponsors to deliver "educational" marketing sessions.
ADVICE AND SUPPORT
Beyond our educational training, our experts are available for reasonable fees to provide one-on-one advice and support. We can assist you on an hourly or project basis.
RESOURCES AND TOOLS
We have carefully selected effective resources and tools to help you implement your plans. As we bring these tools together, we focus on independence (assuring that you have choice among providers), leveraging the scale and savvy of the U.S. Women's Chamber of Commerce to deliver access to affordable, effective tools -- and that we have tools that will reach to all economic levels. Below are some examples:
SmartRETIRE 401k
SmartRETIRE 401k is a Multiple Employer Plan 401(k) available to business members of the U.S. Women's Chamber of Commerce. A Multiple Employer Plan 401(k) is a single Qualified Retirement Plan housing multiple “adopting employers” with common retirement savings objectives. SmartRETIRE 401k delivers the type of value, ease of implementation and administration, quality investment management and affordability that previously has been reserved for big businesses.
SmartRETIRE Standalone 401(k) plans
SmartRETIRE IRAs
Traditional and Roth IRAs. SEP and SIMPLE plans.
Professionally Managed Investment Portfolios
A diverse array of Investment Portfolios, professionally managed with portfolios available to investors at all investment levels.
Annuities and Life Insurance
Business and retirement planning may also involve the use of annuities and life insurance. Through USWCC Insurance we access a wide array of top industry insurance and annuity carriers along with the expertise to help you select the right solution and carrier -- and assist you every step of the way through the underwriting process. (Through USWCC Insurance, LLC)
Disability and Long Term Care Insurance
We have access to a wide array of carriers and tools to help you manage the protection of your earnings and retirement. (ThroughUSWCC Insurance, LLC)
Specialty Solutions
There are a wealth of specialty planning solutions employed by businesses owners to reward key players, assist with the transfer of wealth from one's businesses, and facilitate the transition of a business to new owners.
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