Retirement Assist - Overview
How should you be investing your 401k? This is an important question and there is no simple one-size-fits-all answer – other than to say very carefully! For most Americans, their employer sponsored retirement plan (401k, 403b, etc…) represents their largest source of funds set-aside specifically for retirement savings. However, few are getting the help required to properly allocate their assets as they navigate towards the goal of being financially prepared to retire – we have two ways we can help.
We understand that you have worked hard to get where you are now, saving what you are able to while trying to keep up with political, economic and market events. We appreciate the effort this takes when balanced with all the other demands on your time, and we want to help you take important next steps to protect and build upon what you have done so far. Imagine how it would feel to know that you have a professional money manager “looking over your shoulder” to help manage your most valued retirement asset - based on your age, risk tolerance, and investment time horizon – and considering how these factors can change over the course of your life. That would be a huge step towards proactively planning for a more secure financial future.
While the Retire Assist program is not intended to provide complete comprehensive personalized retirement planning, our Retirement Assist program is intended to provide a simple and accessible way for you to better manage your hard-earned employer-sponsored retirement savings. Choose from the 401k Optimizer or the 401k Direct Assist options to get started.