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Please complete the form below or call Michael Etheridge at Stauros Financial at 636-244-4250 for more details.
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CONTACT REQUEST FORM
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ACCOUNT INFORMATION
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Company Name
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Member ID #
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Address
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City
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My State is not listed
State
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Zip Code
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CONTACT INFORMATION
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First Name
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Last Name
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Email Address
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Office Phone
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PLAN SIZE & PRIORITIES
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SEP
SIMPLE
401k
NONE
Do you have a current plan?
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Select...
0- 250K
250K - 500K
500K - 750K
750K - 1M
1 - 1.5M
2M - 2.5M
2.5M - 3M
3M - 4M
4M - 5M
What is your plan size?
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Select your top 3 priorities:
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Competitive Pricing
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Proactive Pricing Rewards
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Third Party Plan Oversight
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Reduce Liability
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Limited Daily/Weekly Operational Responsibilities
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Quality Investments
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Personalized and Customized Investment Modeling
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Employee Financial Wellness
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Employee Engagement/Education
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Tax Mitigation
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Robust Technology
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Additional Notes
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SUBMIT
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