401k Confidence
401k Confidence is a new program designed to disseminate professional help to participants with a 401k.
Upon enrolling in 401k Confidence, we will work with you in filling out a risk questionnaire designed to incorporate your time horizon and risk attitudes with your long term goals to build a personalized asset allocation plan. Then, using the specific investments available in your plan, we help create a customized investment portfolio.
Each month, either by email or via iPhone app, you will receive a review of your account complete with recommended changes. Because we have no direct access to your 401k account, you will then need to access the account and execute the recommended changes. We provide a convenient link to your 401k provider's main web page, so you simply need to enter your login information and make the change. Our platform also includes one-click access to Morningstar performance reports so you can easily stay up to date with the performance of the funds you own, as well as market indexes. This Morningstar function also includes all of the funds available in your plan.
Of course, all this works best when coupled with professional assistance. We work with you one-on-one, not only to design the strategy and select the funds, but on an on-going basis to review the performance of your account and possible fund changes as may be appropriate. We also work with you to help ensure that the plan stays consistent with your changing goals.
Lastly, you will also receive our monthly email newsletter and market comments along with professional investment guidance on all of your investing needs, just a phone call away.
Call us today for more information about how you can put 401k Confidence to work for you, or click on the link below to view a sample portfolio.