Paul Fokken with Fokken Financial Interviewed on Influential Entrepreneurs Podcast

Paul Fokken discusses his approach to helping his clients with their 401(k) through Personalized Professional Account Management (PPAM)

Listen to the interview on the Business Innovators Radio Network

Questions covered in this interview include:

  • What is Personalized Professional Account Management (PPAM)?
  • Explain what the buzz is today around Managed 401(k) accounts.
  • Why is PPAM on the top tier of managed 401(k) accounts?
  • How can PPAM help employers as an additional Benefit to their existing 401(k) plan?
  • Can any employee with a 401(k) get PPAM?
  • Can getting help with 401(k) really make a difference?

Fokken explained, “Our philosophy is simple: We have a fiduciary responsibility to do what is best for you. We bring two competing industries of investing and insurance together to develop a customized financial plan for you. Our goal is to identify your financial needs and make a recommendation based on those needs. We analyze your finances from top to bottom, from debt to income, and then provide concrete suggestions to help you meet your long-term financial goals.”


Business Innovators Magazine - News Syndication