401k, 403b, other qualified retirement plan allocation and hourly consulting

We understand that in today’s day and age most assets within a household are held in a current 401k, 403b, pension plan or other qualified retirement account. Typically speaking, most advisors will not work with someone unless they have the opportunity to roll over those assets. We work a bit differently. We understand that the planning process needs to begin before its time to roll out assets. In fact, we pride ourselves on our willingness to work with you before that time has come. We don’t feel that just because your assets are in a qualified plan you should be precluded from good information and a guiding hand.

We want to invest in the long term relationship with you and your plan. Even if it is long before we can open an account for you. We value the relationship. It is for this reason that we offer hourly consulting and qualified plan allocation. For many people, their largest cash asset is their 401k/403b, shouldn’t that be managed in accordance with your overall financial outlook? In a way that matches your goals?

Here is what is included with any hourly consulting agreement:

  • In-person introductory meeting to be introduced to our firm and introduce your goals and objectives – no charge. If you decide to not move forward you will not be billed any hourly fee
  • Second in-person meeting to deliver proposal fer services – no charge. If you decide not to move forward you will not be billed any hourly fee.
  • Access to our Email Newsletter containing weekly market and economic updates, periodoic relevant financial planning topics and occasional webinar invites
  • Agreed up deliverables of the arrangement – allocation, financial plan, other follow up topics ect.

If this is a service that appeals to you but you have more questions. Please feel free to reach out to us via our Contact tab and we will gladly connect to help get them answered.