401k Plan Employee Counseling

We are available to counsel your employees on any financial matter at no cost to you or them.

We can help with plan investment selection; discern risk profile to select the appropriate model; or construct a custom fund portfolio; or set up a separate brokerage account which can be self-run or managed by us,

We can advise on assets held elsewhere. We identify imprudent holdings, such as unsound firm or industry concentrations, needlessly costly products, and unproductive positions such as excessive cash or commodities.

We can assist with difficult decisions such as refinancing loans and timing retirement.

We can even execute financial projections and provide key planning services.

With our 401k plans, you don’t merely replace your current investment platform with a superior one; you add a material benefit for your employees.

Click here to download our 401k plan brochure.