Is a privately owned registered investment advisor. Like many unique firms, we were born from another large investment advisory firm that uses our flagship program for supporting its clients. In 2010, we spun off from that firm to expand our services to financial advisors and their clients across the country.
Since its creation in the early 1980s, the 401(k) plan has transformed how Americans save for retirement. Sponsored by an employer, these retirement plans allow people to save with pre-tax dollars by investing in a menu of investment options. Unfortunately, not everyone has the time, tools, or talent to manage their investment selections in a way that will prudently help them reach retirement goals.
Since its creation in the early 1980s, the 401(k) plan has transformed how Americans save for retirement. Sponsored by an employer, these retirement plans allow people to save with pre-tax dollars by investing in a menu of investment options. Unfortunately, not everyone has the time, tools, or talent to manage their investment selections in a way that will prudently help them reach retirement goals.
Services
We understand that people who fly solo with their employer-sponsored retirement savings plan may not be able to make smart investment decisions. Our flagship program is created for people who want or need to delegate investment decisions to an expert. This asset allocation and rebalancing program is designed for 401(k), 403(b), 457, and other defined-contribution retirement plans sponsored through employers.
We use principles of a Nobel prize-winning investment theory for optimal diversification. Although the return is the first thing on most investors' minds, we evaluate the volatility of various investment options and their behavior when combined. The real goal of diversification is to combine assets and achieve the least amount of risk for an expected return.
The dollars in your 401(k) plan may represent as much as 80% of your income at retirement. With the 401(k), the government and your employer allow you to take advantage of two very powerful financial concepts: the ability to save money on a pre-tax basis, and the tax-deferred, compounded growth of those dollars.
You've made a smart choice to enroll a client into the Savings Plan Management program. You have several options available. Prior to beginning any of the processes, please download a copy of our firm brochure, ADV Part 2A and Client Relationship Summary. DocuSign has set the standard for signing documents electronically.
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