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Founder Switched From Corporate To Fee‑Only Planner
- Chris Hansen left Procter & Gamble and started a fee-only advisory firm in 1991 after helping friends avoid commission-heavy products.
- He pivoted toward physicians after helping his son, a neurologist, and now ~90% of new clients are doctors.
Prioritize Portable 457(b) When Access Is Uncertain
- If you have both a governmental 457(b) and a 403(b), favor funding the 457(b) if you may lose access to it later.
- Confirm whether the 457(b) is governmental (portable) or non-governmental (forced distribution) before prioritizing contributions.
Check Employer Plan Eligibility Timing
- Verify when a new employer allows plan participation because some plans delay eligibility for months or a year.
- Use that timing to decide whether to front-load a 457(b) or wait to contribute to a new 401(k)/403(b).