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for individuals who have most of their assets in their 401Ks
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Do you ever feel afraid to look at your account statement when the markets dip or experience volatility? Let's discover if your 401K is best aligned with your risk profile.
Are you confident you are on track to retire or are invested well? Let's discover if you can optimize your investment choices, funding level, or choice between 401K or ROTH 401K.
Are there hidden fees that you may not be aware of? Let's discover opportunities to improve cost efficiency so you are keeping more money working towards your wealth.
One-time 401K analysis to help you grow more wealth. Schedule Your One-time 401K Analysis Today.
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Why This Matters?
"Studies show that professionally managed accounts generate 3-4% higher returns per year, net of fees, than investors’ self-managed accounts. This compounding effect can yield up to 75% more wealth over 20 years."
- Vanguard. “Putting a Value on Your Value: Quantifying Vanguard Advisor’s Alpha” February 2019; and
Russell Investments. “2022 Value of an Advisor Study” April 2022.