Jim Salsman

Background

About Jim Salsman

I help people become "retirement ready," changing the long-term trajectory of their lives and legacies. I'm a Financial Advisor with Merrill in Pasadena. I provide customized advice and guidance to business owners and their employees, helping them design, enhance, and administer company-sponsored group retirement plans. I've worked in the defined benefit and defined contribution space for many years, so I offer the knowledge and insight that can only stem from direct experience. Business owners look to me for end-to-end support for their retirement needs, both for themselves and their employees. An effective problem solver, I am highly skilled in investment selection and plan design. I also understand the fiduciary responsibilities that business owners face and offer an informed perspective to help mitigate that risk. My team and I offer a multi-disciplinary approach that integrates multiple aspects of wealth management, from private wealth services for business owners and senior executives, to education and support for employees. We are adept in the following offerings: • Defined benefit plans: pension and cash balance plans • Defined contribution plans: 401(k), 403(b) and profit-sharing plans • Non-Qualified Deferred Compensation Plans MY DIFFERENCE: • I support business owners in attracting and retaining a high caliber workforce, designing retirement plans that reflect an owner's particular goals and interests. • I use my experience and knowledge to assist business owners and plan sponsors in mitigating their fiduciary risk. • I help educate, motivate, and inspire employees, supporting them in taking concrete steps toward a more secure financial future. • I connect business owners to the resources that can help them deploy their wealth more efficiently, from portfolio management and trust and estate planning services, to banking and lending. OUTSIDE OF WORK: I love spending time with family and friends and exploring. REACH ME DIRECTLY: 626.356.2057, jim.salsman@ml.com