Hi, my name is Timothy Walla, CFP®, and I’m your point of contact for the Crosspoints Church SEP IRA plan. This page is designed as a one-stop-shop to quickly connect you with important plan resources. If you have any questions, please do not hesitate to call me directly at 913.543.3836 or send me an email at tim@wallastreet.com.
The Crosspoints Church SEP IRA plan is held at Invesco Financial and is managed by Walla Street Wealth Management, Inc.
Here’s a few Crosspoints Church SEP IRA plan highlights:
● Pre-Tax Contributions and Tax-Deferred Growth
● 100% Employer Contributions
● 100% Vesting Immediately
● Access to 120+ Invesco Low-Cost Mutual Funds
Already have a Crosspoints account? Click here to register for online access.