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Simple IRA for Sneller Snow and Grounds

WELCOME

Sneller Snow & Grounds offers eligible employees a SIMPLE IRA program so you can save toward your long-term goals. This is a benefit that allows you to contribute from your earnings into a personal retirement fund while Sneller matches 100% of your contributions up to 3% of your annual earnings. Your contributions are also tax-deferred, meaning that you don’t have to pay taxes until you make a withdrawal in retirement. 

Employees who have earned more than $5,000 working for Sneller in two or more prior years are eligible to participate, whether you are full-time, part-time, or seasonal.

To sign up to participate in the plan, you must complete the following forms. 

  • Onboarding form
  • Request Elective Deferral form

STRATEGY

Investing in stock or bond markets can be confusing. We’re here as coaches to simplify the process and help you achieve market returns and peace of mind.

We know that markets are efficient, unpredictable, and that they provide a positive return over time. Putting this historical data and Nobel Prize-winning research into practice, we’ll guide you to simplifying your financial picture so you can live on purpose and prioritize the life in front of you.

Our Free Market Investing Strategy is based on proven economic theories including: Modern Portfolio Theory (by Harry Markowitz), Efficient Market Theory (by Eugene Fama), and the Three Factor Model (by Eugene Fama & Kenneth French). (More information)

You are welcome to join us at the next American Dream Experience workshop so you can set your money in right relationship as a support to living your dreams on purpose. To learn more, click HERE. 

To register for our next workshop contact Investor Coach William Wiarda.

CLIENTS

Cornerstone Wealth Partners commits to meeting with the entire team annually. We also invite you to connect with questions or scenarios along the way. You are welcome to call us, attend our quarterly investor coaching events, and meet with your Investor Coach annually or more often as needed. We can set meetings over the phone, video chat (Zoom), or at our office. For specific questions, call or send us an email anytime.

Login to Axos to review your account HERE (axosadvisorservices.com/Liberty/maa). If you haven’t logged in before, click HERE (download) for instructions. 

Please contact us anytime with questions regarding your investments:

William Wiarda, Investor Coach
(616) 458-6480, [email protected]
1600 East Beltline Ave. NE, Suite 217, Grand Rapids, MI 49525

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Okemos, Michigan

2525 Jolly Road, Ste 200
Okemos, MI 48864
517.381.3450
evan@cornerstonewealthpartners.com

Peachtree City, Georgia

3040 State St
Peachtree City, GA 30269
678.902.1369
joshua@cornerstonewealthpartners.com

Grand Rapids, Michigan

1600 East Beltline Ave NE, Ste 217
Grand Rapids, MI 49525
616.458.6480
steve@cornerstonewealthpartners.com

Wyoming, Michigan

5751 Byron Center Ave, Ste Y
Wyoming, MI 49519
616.253.8868
jordan@cornerstonewealthpartners.com

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Advisory Services offered through Cornerstone Wealth Partners, a registered investment adviser. We transact business in states where it is registered or exempt from registration. Information presented is for educational purposed only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.