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~ About J Atkinson

The Wealth Preservation Solutions
Principals and Key Staff

Dennis J. Amico Chairman
(201) 632-2037damico@wpsllc.net
Kevin Ellman CFP® and CEO
(201) 632-2022kellman@wpsllc.net
Paul D. Miller President
(201) 632-2036pmiller@wpsllc.net
Robert W. Davis CFP®
(201) 632-2040rwdavis@wpsllc.net
Dolores White Director of Asset Management
(201) 632-2019dwhite@wpsllc.net
Susan J. Forman CFP®, Director of Financial Planning
(201) 632-2028sjforman@wpsllc.net
Carrie Ware Director of Insurance Planning
(201) 632-2035cware@wpsllc.net
Michael Csedrik Director of Retirement Plans
(201) 632-2050mcsedrik@wpsllc.net
Elizabeth D’Aleo Director of Family Offices
C (845) 596-9740edaleo@wpsllc.net

Our Complimentary
401(k) Stress Test

Contact us for a complimentary 401(k) Plan Stress Test. We'll do a complete analysis of your existing 401(k) plan to highlight strengths and any weaknesses. We'll bring to your attention any potential areas for improvement.

Our review will help reveal areas to:

Lower Costs
Achieve 100% Compliance
Reduce Employer Liability
Improve Employee Retention

Once you have had the opportunity to review and digest our report, you have three options:

Do nothing.
Work with your existing team to eliminate any deficiencies.
Engage Wealth Preservation Solutions to optimize your Benefits Plan.

Work. Life. Money. Insights by Kevin Ellman CFP

Work. Life. Money. Insights by Kevin Ellman CFP

Kevin Ellman, Certified Financial Planner, shares the stories of his life as the foundation for his outlook on the economy, market, and current events. Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

What do we do? How do we plan? Should we wait? We all have a lot of questions as it relates to our current plan and the effect the upcoming election may have. Listen in to hear Kevin’s perspective on what to expect, how to prepare now and most importantly, how to be ready to move in the best direction for your plan…

For your free copy of Kevin’s book, The 7 Biggest Money Mistakes People Make and How to Avoid Them, text WEALTH to 88799.

Contact Kevin Ellman, Certified Financial Planner at https://wealthpreservationsolutions.com/about-us/kevin-ellman-certified-financial-planner/

Please see website for additional disclosures at https://wealthpreservationsolutions.com/kevin-ellman-cfp-podcast/

Thanks for listening! Please share and subscribe to the show.

Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…

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Episode #8: Kevin Ellman Certified Financial Planner: Markets don’t like uncertainty… Looking ahead to 2021 and beyond…

October 8, 2020

Kevin Ellman, Certified Financial Planner

Episode #7: Kevin Ellman Certified Financial Planner: 1, 2, 1-2-3! Just like that, it came back to me, and my hands started to move.

September 2, 2020

Kevin Ellman, Certified Financial Planner

Bonus Episode #6: Stress Test: How will your Wealth Plan actually work if and when it’s triggered?

August 17, 2020

Kevin Ellman, Certified Financial Planner

Episode #5: Kevin Ellman Certified Financial Planner: You can learn an awful lot by paying attention.

July 20, 2020

Kevin Ellman, Certified Financial Planner

Episode #4: Kevin Ellman Certified Financial Planner: "I was an excellent driver for a 4 year old”

July 6, 2020

Kevin Ellman, Certified Financial Planner

Episode #3: Kevin Ellman Certified Financial Planner: From rowboat to speedboat; Thinking outside the box

June 15, 2020

Kevin Ellman, Certified Financial Planner

Episode #2: Kevin Ellman Certified Financial Planner: Coat room boy, cigar and mint boy, cashier and restaurateur, all by the age of 10.

June 6, 2020

Kevin Ellman, Certified Financial Planner

Episode #1: Kevin Ellman Certified Financial Planner learns lifelong lessons at age 16 on an African safari during summer break.

June 5, 2020

Kevin Ellman, Certified Financial Planner

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To get started with a complimentary 401(k) Plan review simply provide the following documents.

For401(k) Plans:

Current Plan Adoption Agreement
408(b)(2) Notice (Participant Level Expenses – Fee Disclosure)
404(a)(5) Notice (Plan Level Expenses – Administrative Portal / Record Keeper or TPA)
Summary of Plan Description
Investment Policy Statement (IPS – Current / Most Recent)
Latest/Last Plan Review (Date Provided / Delivered)

For Health and Welfare Benefit Plans:

Current Employee Census (Include Home Zip Codes)
Plan Benefit Summaries (ERISA Summary Plan Description / SPD)
Last Two Years Paid Claims by Month (Include Employee Counts by Month / 100+ Lives)
Last Two Years Renewal Package
Current Rates / Fees / Expenses
Large Claim Data (All Claims Over $25,000 / With Diagnosis if Available)

Kevin Ellman CFP® is a regular guest speaker at both corporate and public and private group events. His speaking engagements can be specifically tailored to the needs of large and small groups.

He is available to speak, conduct workshops and present seminars on the subject of financial planning, investing and estate planning for business owners, families, and affluent, individual men and women.

His background and experience make his speaking engagements highly educational and entertaining.

More about Kevin Ellman CFP®

For more information, bookings, or inquiries, email Ruth Zeitlin at rzeitlin@wpsllc.net.

Kevin Ellman on CNBC Morning Call - Portfolio Makeover

The opinions expressed in this commentary are those of the author and may not necessarily reflect those held by Kestra Investment Services, LLC or Kestra Advisory Services, LLC. This is for general information only and is not intended to provide specific investment advice or recommendations for any individual. It is suggested that you consult your financial professional, attorney, or tax advisor with regard to your individual situation. Comments concerning the past performance are not intended to be forward looking and should not be viewed as an indication of future results. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA / SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Wealth Preservation Solutions is not affiliated with Kestra IS or Kestra AS. Please access the following site to review form CRS, Reg BI and relevant disclosures. https://bit.ly/KF-Disclosures