401(k) Plan Advice

           Retirement—A High stakes Game? 

                      It doesn’t have to be...

Unbiased advice for your 401(k) plan.  Make sure that you are investing appropriately to secure your financial future.

5 Signs You Need This Service

· You have assets in a money market fund.

· You are not maximizing your employers match or don’t know if they have one.

· You don’t open your statements.

· You Admit you know nothing about investments.

· You have literally used a dartboard to select the investments.

 

Our 3 Step Solution

1. Fill in an easy to use online questionnaire.

2. E-mail, fax or mail your investment options and latest statement.

3. Attend an in office appointment or teleconference.

 

Cost of Service      ………………………...      $100*

* We suggest you have your plan reviewed yearly.  The normal cost for this service is $150 and we are currently discounting it by $50.

Benefits of Our Service

· Portfolio Optimization

· Personalized Service

· Professional Advice

· Retirement Projection

· Peace of Mind

· If you change jobs within a year of paying for the advice we will provide complementary advice in your new 401(k) program. 

 

Don’t rely on throwing darts blindly at the wall hoping to pin down a secure and profitable retirement.  Let us help you take the guess work and confusion out of selecting the investments that are right for you.

Don’t procrastinate! Call us today to set up your meeting with a knowledgeable representative.

 

Referral Program

In an effort to promote referrals our company is encouraging you to refer your family, friends and colleagues.  To show our appreciation you will enjoy a $25 renewal discount for each referral you introduce us to that engages us for service.

 

Gift certificates are available

                 Help secure a parent’s or your child’s financial future.

 

 

that over 20 years the market has grown by over 13% annually, while the average investor has only seen their portfolio increase by 4%.  Let us help…

 

 

Is this how you choose the investments in your retirement plan?

Let us Help!

We’d be happy to give you some professional advice on how to successfully allocate your portfolio.  A DALBAR study indicated