Kimball International
Hentrup Financial Group has offices in Evansville, Jasper, and Fishers, and enjoys working with local employer groups, like Kimball International. If you've heard of us from a co-worker or friend, we'd be happy to meet with you and discuss the ways in which we may be able to help you. Just let us know you're a Kimball employee and we'll be ready to roll.
Maybe you've got the 401(k) and your balance is growing as your years of service add up. Likely, you've even met with the representative from your 401(k) plan to "discuss retirement." But you have questions about other areas and situations relevant to your life and finances.
That's the difference a financial advisor can bring. HFG looks at your whole life - not just your investments - and develops a long-term relationship to build a plan that makes sense for you.
We simplify the process to help you walk away after that service knowing you'll never have to clock in again.
After an educational seminar we hosted in Jasper, a gentleman from Kimball International became a client. He found value in the work we did and way we created and explained the plan. Once he and his wife were set, he mentioned us to a colleague who was also looking to retire soon.
Soon, there had been enough individual conversations that we became very familiar with how their 401(k)s worked and the migration rules, etc. So it happened naturally - almost accidentally! But we're grateful for the clients we've gained from Kimball.
You deserve to enjoy a work-optional lifestyle where you don't have to clock in or worry constantly about your accounts.
Kimball International employees have an employer match 401(k) plan that was recently moved from Vanguard to Fidelity. It has the standard 59 1/2 In-Service rollover.
You also have a “55 plus 5” provision written into the plan document that allows for employees over age 55 with 5 years of service to access some of their retirement savings to get an early start on planning for retirement.
What's next?
- We chat - it's a small world and we often know a lot of the same people!
- We talk about retirement - what wants and needs that you know you're looking at?
- We start looking a layer deeper and begin discussions around income, Social Security, and retirement income.
- We'll determine fit & talk about next steps to partnering together.
Schedule A Call
We have worked with numerous clients from Kimball International over the years, but maintain the same FIT process to keep a consistent client experience regardless of how we are introduced. This also allows us to ensure the relationship is one set up for long-term financial planning, which is how we prefer to work with individuals and families we offer our services to as they look toward or enjoy retirement.
The ideal client for Hentrup Financial is not based on employment or financial status, but attributes, philosophies, and attitudes around specific things. To gauge if you're a good fit to work with HFG, schedule a call today!