You have made the right decision to work with a professional and alleviate the anxiety and stress managing your company sponsored retirement plan. We provide you with the following:
- A tailored made asset allocation (specific investment choices) based on your available investment choices.
- Monthly updates and on going recommendations to make to your portfolio.
- Access to investment managers on an a daily basis
- Availability to our Wealth Reporting System-free of charge.
To begin the process just click here and we will e-mail you with the required and necessary documents to be filled out and returned. You intern e-mail the completed documents with a recent statement and available investment choices. With in one week we will e-mail your custom asset allocation for you to implement. You are responsible to make any trades that are recommended. This service is not free. Our on going fee is .5% calculated annually, billed quarterly in advance with a $500.00 annual minimum. For your convenience we can bill your credit card or debit your account. It’s that easy. Just click here to begin the process.
