PlanS Made Simple
What We Do
Modern 401(k) helps you find the right plan that fits your budget and needs. Already have a plan? We'll make sure its the right plan for you.
A Proven Approach
At Modern 401(k), we use a team approach to help you every step of the way. We take the time customize a plan that meets your needs. We help with fund selection, implementation, enrollment meetings, and provide on going financial wellness for you and your employees.
Our Services
From plan design, on going plan management to Plan Health Checks, we are here to help from starting up a plan to restructuring an establish.
your 401(k) team
Michelle Anthony, MS, AIF®
Sam Sutterfield, AIF®, RFC®, CES®
Sam Sutterfield, AIF®, RFC®, CES®
President
Co-Founder, Modern 401(k) Financial Advisor Accredited Investment Fiduciary
Sam Sutterfield, AIF®, RFC®, CES®
Sam Sutterfield, AIF®, RFC®, CES®
Sam Sutterfield, AIF®, RFC®, CES®
President
Co-Founder, Modern 401(k)
Financial Advisor
Accredited Investment Fiduciary
Eddie Cervantes, AIF®
Sam Sutterfield, AIF®, RFC®, CES®
Eddie Cervantes, AIF®
Vice President
Financial Advisor
Accredited Investment Fiduciary
David Martinez CRPS®
David Martinez CRPS®
Eddie Cervantes, AIF®
Vice President
Financial Advisor
Brian Delgado
David Martinez CRPS®
Brian Delgado
401(k) Service Specialist
David Martinez CRPS®
Brian Delgado
Contact Us
Have a plan you want reviewed or want to start a plan for your business? Call us today (520) 298-1900
Retirement Plans for Businesses | 401K Plan Solutions | Accredited Investment Fiduciary | Friendly 401k
1640 East River Road, Ste 208 Tucson, Arizona 85718, United States
Hours
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment
Subscribe
Modern 401(K)
1640 E River Road, Ste 208 Tucson, AZ 85718
Copyright © Modern Wealth Management - All Rights Reserved. Securities and Advisory Services offered through Centaurus Financial, Inc., Member FINRA and SIPC and a Registered Investment Advisor. Modern Investments, Modern 401(k) and Centaurus Financial, Inc. are not affiliated companies.
Check the background of this investment professional on FINRA's BrokerCheck
www.modernwealthmgt.com
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.