Jesus Aguilera
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Jesus. He is committed to making retirement plans easy to implement
and manage for business owners. An expert in building client relationships and serving plan participants, Jesus wants to make the Fisher\SMB™ experience optimal for everyone by ensuring a transparent and smooth journey towards a dignified retirement.
His ultimate goal is to bring peace of mind to all business owners by helping them create and provide a great retirement benefit for themselves, their employees, and their families. As a Retirement Counselor at Fisher\SMB, Jesus is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Passion for educating people about the value of retirement planning, a
topic not taught in most schools. - Desire to leverage his expertise and experience to provide high-quality
retirement plan design and support. - Interest in being a part of Fisher\SMB’s great reputation for delivering meaningful education and service.
- Opportunity to help business owners understand their plan and optimize it for their needs.
Your dedicated Retirement Counselor serves as your point of contact for an extensive service offering designed to get plan participants on track for retirement.
They will advocate on your behalf, coordinate with your other service providers and be available to you.
During the plan onboarding process your Retirement Counselor will:
- Lead service provider transitions.
- Help you establish your plan goals, rules and features.
- Help establish an Investment Policy Statement.
- Provide a customizable employee introduction to the plan.
- Hold one-on-one enrollment and retirement guidance meetings with all employees.