Journey Discovery Center
Welcome to Your 401(k) Guide
HOW TO ENROLL
Create Account @ Vestwell
Step 1 : Assign a Contribution Rate
Step 2: Determine Pre-tax or Roth
Step 3: Select Investments
Step 4: Name a Beneficiary
Step 5: Rollover Your Old 401(k)
NEXT STEPS
Take the Wealth Management Questionnaire
Meet with Your Advisor – Gabe
Determine Your Risk Tolerance
ADDITIONAL INFO
Help
Who is Integrity Financial?
Important Documents
Recent Newsletters
Disclosures
Previous Lesson
Next Lesson
Important Documents
Journey Discovery Center
Important Documents
Integrity Financial Forms
Form CRS
View PDF
Privacy Policy
View PDF
Form ADV 2A
View PDF
Form ADV 2B
View PDF
Previous Lesson
Back to Course
Next Lesson