Many of our clients have regular jobs with great benefits including a 401K or 403B employer sponsored Retirement plan. The plan provider send their rep out once or twice a year to do a 1 hour meeting and pass out forms to enroll or make changes and then directs you to a website to make investments selections. Is this enough help in such volatile times? 

We believe that all investments should be reviewed regularly at least quarterly in person or over the phone or Zoom  with a real evaluation of the current selections, compared to the client's risk tolerance and time horizon, the current economic situation and the available investment choices in their particular plan. We can manage your 401k/403b/457 plan without moving it to another custodian. 

We can provide this service through third party platforms. We serve as your personal advisor to discuss the recommendations as it fits into your overall plan and coordinates with the rest of your planning and investment strategy.