401(k) Guidance

We can review outside qualified plan accounts (e.g., 401(k)), examine fund options, and make allocation recommendations.

  • Existing clients can send us the investment options that your company's retirement plan offers, along with a copy of your most recent statement.
  • We will analyze your current allocation and options with the same technology and methods that we use to manage the accounts you have with us and send you our recommendations.
  • Upon receiving our recommendations, you will make any necessary adjustments to your own plan if you so choose.