Welcome! We are glad you are here to explore your retirement plan benefits and other resources we have assembled for you. Here's a quick overview of the plan and what you need to do to get started: 

Are you looking for the cliff notes version or a quick refresher? 

Want the full scoop on the retirement plan and all of your options? 

Are you a newbie to retirement savings plans and need foundational info?

Want to learn more about the financial planning site?

Want more information about mobile financial tools?

Need to make a change on your account? Access your personal profile on Schwab's Workplace Participant site. Need some help with enrollment, an account question or the website? Schwab's Participant Services team has got you covered! 

PH | 800.724.7526 

WEB | www.workplace.schwab.com

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SARA STILES

Do you need more help with your benefits or have another financial question? Schedule a complimentary virtual consultation with Participant Consultant and  CERTIFIED FINANCIAL PLANNER™, Sara Stiles. Click the link below to pencil yourself in on her calendar. 

PH | 816.969.9234 

EMAIL | sara@twowestadvisors.com 

9300 W 110th St Bldg 55 Ste 620

Overland Park, KS 66210

Have you started a plan with Sara and want to check your progress? Log in here to access your client profile. If you have trouble logging in or need to establish access send your name, birth date and preferred email address to:

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  • Use this tool to create a plan for paying off your debts once and for all.

  • Use this tool to see how quickly you can eliminate your mortgage with extra payments.

  • Use this tool to determine if Roth or Pre-Tax contributions are right for you.

  • Use this tool to take inventory of and analyze your monthly or annual budget.

  • Use this tool to run your own retirement readiness stress test.

  • Use this tool to calculate and analyze your monthly or annual budget.

  • Use this tool to estimate what  your Social Security Benefits will be when you retire.

  • Click here to download a tax planning checklist to help you keep more money in your pocket. 

MORE TOOLS & EDUCATION

COSENTINO'S FOOD STORES 401(k) PROFIT SHARING PLAN

Employee Resource Center

All written content on this site is for information purposes only. Opinions expressed herein are solely those of RISE Consulting, LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by RISE Consulting, LLC a Registered Investment Advisor in the States of Kansas and Missouri. RISE Consulting, LLC may only transact business with residents of those states, or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements.  Insurance services are offered by RISE Agency, LLC, an affiliated company. RISE Consulting, LLC and RISE Agency, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. Click HERE to view RISE's current ADV.