A significant portion of your retirement assets may be locked safely away in a company 401(k), but how well are those assets growing? Can your money do more?
Approaching retirement can ramp up the importance of effective financial planning for your family. Even if much of your nest egg is wrapped up in a 401(k), there are still steps you can take before retirement to make sure those dollars are working as efficiently as possible.
We have all heard about maximizing the amount of income your company will match. Did you also know your financial advisor can review with you the investment options provided by your 401(k)? With so many different investments available, our advisors can analyze and help you choose the ones that best suit your needs. Often they can even join you on phone calls with your 401(k) company to make sure you understand your options.
If you want a qualified financial advisor to review your 401(k), give us a call and we’d be happy to offer you a free, no-commitment review of your retirement portfolio.