03/15/2024
Now offering 401k management! That’s right! We can now offer active management of 401ks, 403bs and most other retirement plans. We can manage accounts from most custodians. Contact me to see if we can manage yours.
Direct management means we can analyze your options and place trades directly in your plan. We can see what is happening in your account on a day to day basis and make changes as the economy changes.
Studies show that managed 401ks make about 3% a year after fees than accounts employees manage. In a 20 year period this means your account would be worth 75% more! So if someone would have retired in 20 years with $1,000,000 instead it would be $1,750,000.