Better Returns

It has been shown that individuals who work with Professional Financial Planners have a 2.3% higher return on their investments than those who rely only on there own experience and research*. Many individuals have not pursued professional advice due to the cost of the advise or the difficulty in finding an advisor who is an expert in the 401k investment options in their plan. Our program eliminates these obstacles to help pave the road to higher returns.

Each employee will have the opportunity to meet individually with a registered investment advisor for suggestions on a proper asset allocation of the investments in the 401k. Allocations should change according to age and risk tolerance and we follow sound financial principles with a successful history while making recommendations.

By this stage in the process we have researched the investment managers and have a full understanding of their investment philosophy which further influences our allocation recommendation. Rather than just sprinkling their allocation among a handful of investment choices, we offer the information to make a solid, informed decision on the choices and the percent that should be invested in each.

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*2001 December issue Investment Advisors