As Client Experience Representative with Fortis Lux with Fortis Lux Financial, my specialty is addressing the unique needs of retirement plan sponsors and participants with creative strategies to streamline and maximize the benefits of their group retirement plans.

My team and I address concerns that keep plan sponsors up at night. While many companies have a 401(k), few qualified plans are properly designed to serve as the cornerstone of retirement planning for a business owner. The design, selection, and execution of the plans we recommend always focus on three key elements:

1) A dynamic financial wellness experience for the plan’s participants

2) Maximum benefit for the business owner

3) Fiduciary coverage to help ensure proper compliance

At Fortis Lux Financial, we have the minds of capitalists and the hearts of social workers. Our job is to help you make the best financial decisions for your family and your business. For today and tomorrow. Balanced with heart and mind.

Dan McGurl lives in Hoboken, New Jersey. He holds a bachelor’s degree in political science from Gettysburg College. Active in his community, Dan is committed to giving back. He has volunteered his time with multiple organizations, including Invest in Others, Lawrence Academy’s Beyond Soccer program, and Notre Dame Cristo Rey High School. Dan has also served as a volunteer coach for the Winchester High School wrestling team. When not working, Dan can be found jogging along Hoboken’s waterfront, enjoying many great restaurants in the local area or back home with his family on Cape Cod.

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