team@wealthinhand.com | San Francisco, CA

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©2019 by Wealth In Hand

Historical returns, expected returns, and probability projections are provided for informational and illustrative purposes, and may not reflect actual future performance.

Wealth In Hand does not provide tax, legal, or accounting advice. The descriptions above are for illustrative purposes only, and are not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

This website contains a sample list of Wealth In Hand’s clients as of December 2018. It is not known whether the clients listed here approve or disapprove of Human Interest or the investment advisory products or services provided by its subsidiary. 

The BASICS

What We Do

Introductory Call 

  • Talk to our instructor about your range of employees

  • Provide retirement documentation as a supplement if necessary

  • Learn about the suite of content - get help picking what's right for you

Confirm Agenda 

  • Instructor provides suggested agenda

  • Work collaboratively to ensure we engage your employees to align with your culture

Schedule the Class

  • Schedule a date 

  • WIH provides a plan to engage employees and increase participation 

Define your Maintenance Plan

We understand it's hard to commit to a year long plan so we want you to try our classes first.

  • After the session, decide what the best maintenance package is for you and your business

Contact Us

We can help determine if Stash It University is right for your business