Helping You Take That Important “First Step”
We can help you take that important first step in managing your Retirement Plan and realizing your goals for the future, and make it easy for you to do this.
There is no cost to meet us – We will fully explain our services and cost prior to our entering into a relationship, and there is no obligation to work with us after this meeting. This will include taking the time to know you and your plans for the future – focusing on your financial needs, investment objectives and risk tolerance. Then, we will recommend an allocation of your 401(k) Plan investments. With your approval of our recommendations, you will then make agreed-upon changes in your portfolio. Then, we will track results and performance of your portfolio, and recommend any changes. We will hold meetings with you and are readily available to answer your questions.
We can meet with you at a time convenient to you – It may be possible to meet at your place of work. Contact us by phone or by email to set up an appointment.