An individual 401(k) investor’s assessment of value is subjective.
Can vary from client to client.
Improved investment performance.
Lower annual costs.
Stop guessing at “what to buy” in their 401(k).
My job is to prove the value of 401(k) investment advice.
So, they don’t question why they’re paying for 401(k) advice.
And they are getting their money’s worth.
Here’s the rules for individual 401(k) investment advice:
#1. Personalized advice
Analysis, diagnostics, and strategy.
No general “talking head” financial news.
Specific details on the default mutual funds offered in your 401(k).
#2. Specialized expertise
A narrow focus and specialized investment advice niche.
Requiring a level of expertise not found with most advisors.
Your 401(k) is vital to the timing and quality of your retirement.
The more specialized knowledge and experience required.
There are doctors. Then there are specialists.
Individual 401(k) investment advice is a specialty.
Ready to improve your 401(k) mutual fund decisions?
#3. Improved 401(k) decisions
You can achieve a level of 401(k) performance beyond their current capacity.
With an independent, third-party, fiduciary-level advisor.
Not affiliated with your 401(k) sponsor (your company).
Not affiliated with your 401(k) provider (Schwab, Fidelity, Empower, etc.).
An advisor accountable to you.
To educate, advise, and support.
To avoid costly 401(k) mutual fund mistakes.
Do you want to improve your 401(k) investment management decisions?
Then comment below. Or send me a secure LinkedIn connection request.
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