401 (k) Management

When you collaborate with Moriarty Financial Group, we can have an immediate and measurable positive impact on your retirement plan. Along with the plan sponsor, we conduct a thorough analysis of the plan to measure the effectiveness in terms of design and structure.

After the discovery phase we implement changes where necessary.

Moriarty Financial Group will conduct an independent review of your plan and make recommendations of other vendors if necessary.

Moriarty Financial Group will meet on an individual basis with plan participants. Our goal is for participants to understand asset allocation concepts and feel comfortable with the process of saving for their retirement . Moriarty Finacial Group's service commitment will be evaluated annually to ensure we are exceeding your expectations.

Disclosure

Paul Moriarty is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, MA, ME, NH, NV, and SC. No insurance business may be conducted outside the states referenced.

Paul Moriarty is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 400 Tradecenter Ste 5900, Woburn, MA, 01801, 781-589-3144. In this regard, this communication is strictly intended for individuals residing in the states of CA, FL, MA, ME, NH, and NV. No offers may be made or accepted from any resident outside the specific states referenced.

Paul Moriarty is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, FL, MA, ME, NH, and NV. As such, these services are strictly intended for individuals residing in the states referenced.

MORIARTY FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither MORIARTY FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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