401(k) and 403(b) Allocation Services 

Do you have an employer provided retirement plan, such as a 401(k) or 403(b), that you do not know what to do with? I will review your investment options and make allocation recommendations for you. 

Clients receive periodic updates (e.g, 3 to 4 times per year) on how to allocate their plan options in response to ongoing market changes. 

I charge an annual fee based upon the total assets in your plan, according to the following schedule: 

Total assets include those that I manage directly so clients using both services may pay a lower overall fee for one or both services.

Do Not Ignore this Essential Asset ...

For many Americans, the retirement plan provided by their employer is an essential component of their overall retirement savings. I will make sure you are utilizing yours to the fullest extent and integrate it with your overall investment program.