Customer Success: Viallo

At Viallo, my clients get direct access to me. ShareBuilder offers the same — direct access to my 401(k) account. I never have to deal with a big labyrinth of bureaucracy.”

— Rocky Hessler, owner

Challenge

Invest available funds in choices geared for retirement
Take advantage of 401(k) benefits available to small business owners
Find a reputable online 401(k) provider
Minimize time required to manage investment plan

Solution

Called ShareBuilder and spoke to 401(k) consultant about options
Selected the PLAN4ONE
Set up company 401(k) plan completely on his own — no additional phone call required
Took “aggressive approach” to investment allocation to match his goals

Result

Ease of setup greatly exceeded expectations
Automatic contributions are integrated with Viallo’s online payroll provider
Monthly online report confirms his contributions
Owner spends his time working for his clients, and lets his 401(k) work on autopilot to save for his retirement

Viallo owner Rocky Hessler leverages a team of highly talented and experienced contractors to deliver a wide range of web development services, at a fraction of the cost of a large firm. Although a long way from retirement, Rocky is saving as much as he can now, taking advantage of his position as a small business owner.

The ShareBuilder website design is intuitive, the message is clear and the tone is respectful. That tells me they care about their customers.”

“I used to work in a large global consulting firm, and their 401(k) was full of restrictions. With ShareBuilder, I’m amazed that a one-person company can have this much flexibility.”

— Rocky Hessler, owner

At retirement age, financial experts suggest you will need 8 to 10 times your annual salary to enjoy your current standard of living. This can mean saving 10–15% of your salary for 30 years.

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While each “Customer Success” is a true experience of an actual ShareBuilder 401(k) Plan customer, ShareBuilder does not represent or imply that every consumer has had or will have a similar experience. Results can vary because of many factors, including individual financial objectives, business structure, tax considerations, portfolio selections, and changing market conditions.

Sharing a “Customer Success” with you should not in any way be considered investment or tax advice, nor a recommendation by ShareBuilder Advisors LLC.