If you’re like most people, your employer-sponsored retirement plan is your biggest asset and it’s also the one you have the least ability and time to manage.
Our 401K Advisory Service is designed to help you make the most of this important asset with the least amount of effort. Here’s how it works:
First, we enter all the funds available to you into a database and assess how each is performing. Based on that information, your risk-comfort level, and personal timeline, we determine which funds make the most sense for your goals and advise you on how much to invest in each. But it doesn’t end there.
We continue to monitor all of the funds available to you (not just the ones you’re in) and look for shifts in the market that might signal it’s time to make a change. From putting more money in to moving money out, we’ll make the adjustments necessary to keep your financial plan on track.
While it’s a very hands-on and proactive approach for us, it’s extremely low-involvement for you. Simply put, we work hard to make your money work harder. All you have to do is say “yes”.
Our clients work at a broad spectrum of companies, many of which you may recognize below – best of all, regardless of who your employer is, as Registered Investment Advisors, we can work with you.
AIG | AT&T | Boston Scientific | CapitalCare | CDPHP |
CGI | Community Care Physicians | Cornell University
First Advantage Dental | General Dynamics | General Electric
Glens Falls Hospital | Hoffman’s | Hudson Valley Community College
McMurray | Merck | PayChex | QuadGraphics
Skidmore College | SUNY | Verizon