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Poterack
Capital Advisory now offers 401(k)to
small and medium sized businesses!
Simply Better Retirement
Poterack Capital
Consulting, or PCC as it is often
referred to, was formed to provide
businesses with a uniquely personalized 401K
solution. Our intent is to offer each
client a level of service and transparency
far beyond what they have experienced
before.
Ryan Poterack, Chief
Executive Officer. I am a Certified
Financial Planner with a Finance degree and
over 21 years in the financial industry.
Along with my education and credentials, I
believe “it’s about relationships, not
transactions®” – and I walk the talk. My
focus on relationships led PCA to the 401K
arena, as so many business owners are not
aware of the liabilities they currently have
with their existing plans. As a business
owner myself, I know the importance of
client relationships. I bring my belief of
providing the best client experience in the
world full force to PCC’s clients.
Patrick Urbanski,
Managing Partner. I will compare the
uniquely personalized 401k solution with
your existing plan. I will explain to your
Retirement Committee, in plain language,
both the benefits and the downfalls of your
existing plan and compared to our
alternative plans chosen with your specific
desires and goals in mind – fees, fiduciary
responsibilities, service expectations will
all be covered during our conversation.
Whether you are
starting a new retirement plan or seek more
value from your current plan, Poterack
Capital Consulting offers a better solution.
We provide a unique and customized approach
to retirement planning by analyzing key
areas such as Service, Technology, Plan
Design, Investments, Fiduciary Oversight and
Cost Efficiency to maximize the value of
your retirement plan.
Contact our team today!
2115 Rexford Road
Suite # 311
Charlotte, NC
28211
Phone: 704-943-4485
Ryan
Poterack-CEO
Patrick Urbanski-Managing Partner
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