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Probably one of your biggest assets is your 401(k) plan. This is the plan that could end up providing a majority of your retirement income. So, it only makes sense to review your plan, review your options, look for ways to reduce your internal fees and expenses, and maximize your plan.
The first step our office will help you with, is completing an updated independent portfolio analysis to answer all of these questions and more. We follow a Modern Portfolio Theory to help you properly diversify your portfolio. We also complete an Ulcer Index to look at how much risk your current plan has and help you develop a plan that is customized to what is suitable for you.
Do you know how much your account could have lost over the last five years?
Is your average rate of return better, worse, or the same as your benchmark?
Are their options available to you outside of what your current company's 401(k) plan offers you?
Will you run the risk of outliving your income?
Retirement time is the point in your life that you should enjoy the fruits of your labors. If you don't know the answers to all of these quesitons then you should get ahold of our firm for your Independent Portfolio Analysis.
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