Our Service

If your plan allows, we will assist you in creating a Brokerage Link Account (Fidelity), a Personal Choice Retirement Plan (Schwab), or self directed brokerage account with TD Ameritrade for your 401(k) or 403(b) account. Your  assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.

You do not have to make the investment changes to your account, because we are actively managing the account for you.

You and your advisor will have access to our Personal Financial Website (see demonstration) to assist you in monitoring and managing ALL of your accounts, not just your 401(k) / 403(b) plan.

You will receive will receive a personalized Quarterly Performance Summary to review your portfolio’s return for the last quarter.

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If your plan allows, we will assist you in creating a Brokerage Link Account (Fidelity), a Personal Choice Retirement Plan (Schwab), or self directed brokerage account with TD Ameritrade for your 401(k) or 403(b) account. Your  assets stay where they are, in your company sponsored plan. You will then have access to thousands of investment choices on a very robust platform that we actively manage for you.

You do not have to make the investment changes to your account, because we are actively managing the account for you.

You and your advisor will have access to our Personal Financial Website (see demonstration) to assist you in monitoring and managing ALL of your accounts, not just your 401(k) / 403(b) plan.

You will receive will receive a personalized Quarterly Performance Summary to review your portfolio’s return for the last quarter.

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