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Should A Financial Advisor Manage Your 401(k)?

Should A Financial Advisor Manage Your 401(k)?

| November 26, 2019

When is the last time you thought about the investment selection you’ve made in your 401k plan?  If you are like many who contribute to a 401k plan, it may have been months or even years since your portfolio was reviewed and updated.  We all know that periodic maintenance and attention can help keep your 401k in shape for the future, but because we’re all busy, most of us just don’t have the time to do a good job at it!  Financial markets change in every direction and, as this may be your largest asset for retirement, it is important to have discipline and confidence in your ability to manage your account through all cycles.  Wouldn’t it be nice to know that you are getting the help you need so that you are free to focus on everything else in your life that needs attention?  

Many people start saving for retirement without a strategy or long term plan and without help, advice and accountability, end up making costly mistakes driven by emotional decisions.  On the flip side, some investors are so intimidated by the choices that they just buy and forget.  While not a strategy, it is a method that many people use. The good news for those in this situation is that laws governing retirement plans have recently changed to allow a credentialed financial professional to directly manage your 401k for your future. You can finally get the help you want from a Chartered Retirement Plans SpecialistSM, Accredited Wealth Management AdvisorSM and Registered Financial Consultant instead of trying to do it on your own. Studies have shown that people who use advice for and professional management of their retirement account earn more on average than those who go it alone. Who is helping you?

To find out if this service is available for your 401K, or to receive more information, contact us now at or call our office 800-560-1988

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