Retirement Plans & 401(k)s

We offer a unique advisory service for the investment options that are available to you in your 401(k).

Many people have complained to us that they get no advice on how they should have their 401(k) invested or when they should make adjustments to their selected investments.

Many plans have numerous investment options with the average plan having approximately 14 different investment choices.

Our 401(k) service can be applied to your account only or we can work with all participants in the plan. We advise you on which fund options currently have the highest relative strength and how to allocate to the strongest options according to you individual tolerance for risk. When a change is indicated, we email you an alert so that you can make the necessary reallocation in your 401(k) account.

Our techniques and strategies can also be used in other types of plans such as Defined Benefit Plans, Profit Sharing Plans, Money Purchase Plans, SEP’s, SIMPLE’s, etc.

Please contact us to learn more details about this unique and very useful service and how it can be of value to you.