Do you offer a discount for servicing multiple family member accounts?
Yes, we offer a 20% discount for a second use of services within an immediate family. Ask for details.
Archives: FAQ
How often do you make recommendations and how are they communicated?
We monitor accounts on a daily basis and notify you of significant market shifts as they occur. Specific recommendations are sent directly to you via […]
Who makes investment changes in my account?
While we advise you on fund options and recommendations, you make the actual changes to your 401K. We do not have access to your account, […]
Do I need to move my account in order to use your services?
No. Our service is completely independent of your employer and current plan management. All we do is make recommendations regarding your account; we do not […]