IF MANAGING YOUR OWN RETIREMENT PLAN SOUNDS TOO OVERWHELMING, WE HAVE GREAT NEWS FOR YOU!

Did you know that over the past few years many employers have added Self-Directed Brokerage Accounts (SDBA) to allow plan participants greater flexibility with their retirement accounts? 

Regardless of whether you are a part of a 401(k), 403(b) or 457 plan, check with your employer to see if SDBA is an option under your retirement plan. Or provide us your company contact, and we will check it for you!

Once your plan's eligibility is confirmed, we'll lead you through the step-by-step process, starting with a complimentary client profile analysis and finishing with comprehensive guidance on available product selection.

Be careful entrusting your future into the hands of a Target Date Fund (TDF). TDFs are designed to reallocate their assets composition to make them more conservative as the funds' maturity date is approaching. This does sound reasonable; however, by following a mass suitability approach, TDFs fail to account for personal facts that determine ideal allocation for an individual investor. Thus, an individual can either be exposed to excessive risks or not participating in appropriate growth.

If you want your investments to work hard and smart, don't settle on TDFs! Let us do the heavy lifting for you and help you utilize the benefits of professional financial management that's tuned in to your personal risk tolerance and investment preferences! Don't hesitate to contact us for more info, it is about your financial freedom!

 


 

Different types of investments involve varying degrees of risk including market fluctuation and possible loss of principal value. There can be no assurance that any specific investment strategy will be profitable.