401(k) Management Simplified
We help make the complicated simple. We want to take the complication out of your 401K and make your financial life more simplified.
We help you achieve simplicity by providing you an independent, third party research service in a fiduciary relationship (acting in your best interest) where we are not selling any products, only a service.
How it Works
Create a profile and complete your risk tolerance questionnaire.
Link your 401K account.
You will receive an email with a link to establish your personal financial website to link your 401K account.
(We already monitor hundreds of 401K plans. If we don’t have yours, we will let you know)
Complete the account opening process.
Once you have completed your profile, risk tolerance questionnaire and linked your 401K account, you will then receive an email with instructions to complete the required account forms and agreement.
Review and analysis of the investments in your 401K.
Once you have completed the sign-up process, we will then begin the review and analysis process on the investments available in your 401K plan. Your risk tolerance, investment objectives, age and years to retirement among other factors are all considered in your custom report.
You will receive your custom 401K report via email.
Once the review and analysis has been completed for the investment choices in your 401K plan, you will then receive your custom report with the recommended investments and allocation percentages. Since the assets are held in your plan, it will be your responsibility to make the recommended changes.
We will provide you a custom report each quarter.
We will provide to you a custom report with your recommended investments and allocation changes whenever there is a change in the financial or economic environment that warrants a change either in the investments or allocation percentages to focus on capital appreciation or capital preservation.