Active Professional Money Mangement

Employer sponsored company retirement accounts are the vehicle of choice for many people who choose to save money for retirement.

  • Do you need help in choosing the right investments in your retirement plan?
  • Do you have time to actively monitor the performance of your investments?
  • Do you feel uneasy watching wild fluctuations in your account value?
  • Do you know when to make changes to your investment allocations?

The traditional "buy and hold and rebalance" and "set it and forget it" strategies to "track the market" may no longer be effective in this new age of investing.  What's worse is that some individual investors underperform the market due to a non-disciplined, emotional approach, which causes them to be out of the markets for most of their advances (buying near the top) and to be in the markets for most of their declines (selling near the bottom).  Even small annual investment underperformance, when compounded over a long period of time, can result in significantly less money accumulated to produce retirement income.

Active Professional Money Management of your company retirement account is provided through our strategic partnerships with several Registered Investment Advisor (RIA) firms.  We can help customize an investment allocation for you from among the investment choices available within your standard company retirement plan or from among an expanded universe of investment choices by using the self-directed brokerage option now available in many company retirement plans.

Our goal is to help you improve the investment performance of your retirement assets, while helping you mitigate risk, so that you can accumulate more money and greater income for retirement.  As your financial and wealth advisors, we will regularly monitor and actively manage your retirement account as an integral part of your overall comprehensive financial plan.

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