No. 46 of 106 Things We Do For Clients
Help you make the most of your 401(k) or other retirement plan.
With 401(k), 403(b) and 457 plans becoming more critical to future financial health, we can help you make appropriate, risk-tolerant decisions about which blend of investments in your retirement plan(s) might be appropriate for all your life stages. Research says most people randomly pick the investments in their retirement plan. That makes no more sense than randomly selecting slacks, shoes, or a spouse. Some things need to be selected with intention and care, and this includes the asset allocation and investments in your retirement plan. Your retirement funds will need to support you for 20̄̄ – 30 years after you no longer work for an income. One size does not fit all, and the wrong fit could be disastrous.