Leverage Your 401(k) to Help Build Your Retirement Dreams
Your 401k plan is more important to your retirement success than ever.
Its no surprise that companies are shifting retirement risk from their balance sheet to yours. With frozen pensions, and fewer and more watered down investment options, now its more important than ever to take control of what may be your single largest investment asset.
No more guessing.
- How do you manage your 401k?
- Do you feel like your just throwing darts at the list of investment options you get in your quarterly statement?
- We will apply our portfolio management philosophy to helping you manage your 401k.
Investment advice for less than you think.
401k portfolio review and management is offered exclusively through our ongoing comprehensive planning service. At just $99/mo. this may be one of your most reasonable investment expenses. For example if you have a $250,000 account, at $99/mo. that works out to less than .5% per year.
We provide you personalized action steps on how to most effectively manage and plan your employer-sponsored retirement account.
Our comprehensive 401(k) portfolio review service will help you reach your retirement dreams. To help you reach your goals, we will…
- Create a customized asset allocation based on your unique goals, objectives, and tolerance for risk.
- Review and analyze your current 401(k) investment choices, and rank each investment based on its relative strength score, then separate it into the appropriate investment category.
- Use your individual asset allocation to select investments within each category used by our ranking system.
- Regular meetings to review 401(k) performance, make the necessary changes, and re-balance the portfolio.