Customer Success: A La Carte Pet Care

With ShareBuilder the paperwork is minimal, and that’s important to me because the less time I have to spend on paperwork, the more time I can spend playing with puppies!”

— Jena Gaines, Owner

Challenge

Find a low-cost tax-sheltered program for her unanticipated earnings
Online access was important, as her business keeps her away from her office
Wanted a 401(k) plan with low set-up and maintenance fees
Avoid ‘lots of paperwork’ that would take time away from her business

Solution

Investigated ShareBuilder 401(k) after researching a number of competitors
Using the online questionnaire, determined that ShareBuilder’s solo 401(k) provided the solution she was looking for
A ShareBuilder licensed 401(k) consultant helped her with registering and setting up her new plan
Simple online setup tools enabled her to start contributing to her plan with ease and confidence

Result

New plan was up and running within a couple of days
Can go online, check her balance, make a deposit and know that it’s taken care of immediately
Her low-cost plan translates into more money available to invest for her retirement
ShareBuilder’s customer service has always been available to help — via phone or e-mail

With a rapidly expanding list of loyal clients, Jena Gaines, owner of A La Carte Pet Care in Kalamazoo, Michigan, quickly realized that her pet sitting business was more lucrative than she thought. After a particularly painful tax season, Jena began searching for a tax-sheltered program that would protect her earnings while she invested them for her retirement.

When I looked at ShareBuilder versus their competitors, I found their website was so much more helpful. I completed the 401(k) questionnaire online and received immediate feedback regarding what plan worked best for me.”

“Now that I know how easy it was to set up a 401(k) plan with ShareBuilder, I wish I’d started my plan much sooner!”

— Jena Gaines, Owner

Every one of ShareBuilder’s 401(k) consultants is fully licensed with their Series 7 and 66 designations. Our consultants’ sole purpose is to help you determine the right retirement savings plan for you.

Read about more Customer Successes

Need Help? Find out which 401(k) Plan is right for your business.

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.