Jose Leyva
Retirement Counselor
Introducing Your Dedicated
Retirement Counselor
Meet Jose. He is committed to making retirement plans easy to implement
and manage for business owners. He has previous experience in small- to
mid-size plan relationship management, retirement education, and retirement plan design.
Jose is a strong, knowledgeable advocate for his clients, and is always willing to learn and listen to their needs. As a Retirement Counselor at Fisher\SMB™ Jose is part of our unique service-first model.
Personal Motivations for Joining Fisher\SMB:
- Passion for helping people reach a dignified retirement by educating them on the importance of financial planning.
- Desire to leverage his expertise and experience to provide high quality
retirement support, helping everyone in the plan access it as a benefit for a brighter future. - 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.