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- FINANCIAL PLANNING
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ANSWERS FOR EVERYONE WHO HAS QUESTIONS ABOUT THEIR EMPLOYER SPONSORED RETIREMENT PLAN
Here’s how most 401(k) investment decisions are made. The employer representative comes in, gathers you all in a conference room, and explains a bunch of stuff that you only understand 10% of. Then you look around, ask a few other employees what they’re doing. Next you check a few boxes, pick a few funds, and then, you forget about it and go about your job.
Now when you think about the ramifications of those decisions that are made like that, you can see that this is an absolutely erratic way to prepare for your future. Well, retirement plans have changed over the years. No longer are you left on your own to make investment decisions. Today, you can hire us to help you. We’ll act as your fiduciary. We’ll advise you on the best choices; then we’ll monitor your plan and make constant adjustments based on market conditions.
If you want peace of mind knowing that investing experts are looking after your retirement workplace savings, then please call or come and see us. We’re an ERISA section 3(38) Fiduciary. The word “fiduciary” is defined as “someone who is managing the assets of another person and stands in a special relationship of trust, confidence and legal responsibility.”