Strengths
Money by Design offers a highly customizable retirement savings solution, allowing users to tailor their plans according to individual needs.
The program provides access to over 500 mutual funds from more than 41 fund families, enhancing investment diversity.
Tax-Deferred and Tax-Free growth options are available, appealing to a wide range of investors seeking tax advantages.
The optional automatic rebalancing feature helps maintain desired asset allocation, which can improve long-term investment performance.
Consolidated quarterly statements simplify account management for users, making it easier to track investments.
The Lincoln Stable Value Account guarantees a minimum interest rate, providing a secure investment option for conservative investors.
Convenient account access through a dedicated website and customer service enhances user experience and satisfaction.
Kades-Margolis Corporation is positioned as a trusted provider in the retirement solutions market, bolstered by professional support.