If you’re serious about improving your 401(k), you have 3 options:
1. Don’t hire help and continue banging your head against the wall.
2. Spend 1,000’s of hours studying financial jargon.
With the hope of improving your 401(k) mutual fund picks.
3. Hire a fiduciary 401(k) investment advisor.
To stop guessing “what to buy” in your 401(k).
Now, if you do have 1,000’s of hours to spare.
OR
You actually enjoy “guessing.”
Then option 3 is the only logical option, right?
What is the best alternative to a do-it-yourself 401(k)?
Let’s focus on an alternative you may not be aware of.
The meaning of individual 401(k) advice.
More popular over the last few years.
A fiduciary 401(k) investment advisor.
Who does not take custody of your individual 401(k) account.
No products to sell.
No 401(k) to move or change.
Only investment advice on your existing 401(k) mutual fund options.
Like your current CPA or a lawyer relationship.
You pay an agreed-upon flat fee or fixed fee for investment advice.
Or you pay based upon the size of your 401(k) account.
If you sell one 401(k) mutual fund and buy another.
No compensation tied to that recommendation in any way.
Independent, third-party, fiduciary-level investment advice.
The most transparent, ethical way to provide 401(k) investment advice.
Want more customized advice from your 401(k) mutual funds?
If so, let’s get a connection started.
P.S. If you settle for default 401(k) mutual funds your results may disappoint.
