If you have a retirement plan at work, let’s face it, picking your investments can be a daunting task. You understand that not all mutual funds are created equal, that you should choose carefully, and that the “right” investment mix can be one of the keys to your comfortable retirement. So how do you know which choice is best for you? How can you ensure that these investments fit into your overall financial planning strategy; your goals for the future?

That’s where we can help. We are able to research and evaluate your retirement plan investment options even when the funds aren’t under our management. We look at criteria like:

  • How have the funds/investment options performed over the long term?
  • Is your account properly allocated for your risk profile?
  • Are the funds you chose best suited to your long-term goals?
  • What are your options when you leave your employer?

We then share our recommendations so that you can select funds and options that can best suit your individual risk tolerance and time horizon, and put you in position to reach the future you envision for you and your family.

Your employer-sponsored plan may be one of your largest investments and should be integrated with your other investments and be managed as part of your overall portfolio.

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