Our Pricing
- $350 annual fee
- No hidden commissions
- Same Price Regardless of Your 401K Account Value
Services You Receive with Your 401(k) Account Management Subscription:
- Customized 401K account management with custom report based on age, risk tolerance, goals and objectives
- Each quarter, you will receive an email with your updated custom 401K plan allocation report
- Employee will complete a risk tolerance questionnaire
- Complete 401K plan review, including current deferral rate, matching, retirement needs and projections, risk tolerance, goals and objectives
- Access to our quarterly market review and strategy update webinars, market updates and education presentations/webinars
- Access to Matthew Gaude or Shawn McGuire, principals of Live Oak Wealth Management. If you have questions, you can contact us directly via email, phone or in person meetings.