The 401k Factor
As a team of seasoned FEE-ONLY financial advisers, CPAs and attorneys, we specialize in helping individuals, families and businesses create and implement comprehensive retirement planning solutions.
Let us use our expertise to guide you on a path to a secure retirement. We can also help you update a will, establish a trust, plan for your health and/or protect your legacy. If you are already working with someone or doing it yourself, we are happy to provide second opinions.
Click here to ask a FREE question or visit 1800ADVISER.COM and select the FEE-ONLY adviser you would like to speak with.
→ MY BROKERAGE FIRM GIVES ME FREE SOFTWARE, WHY SHOULD I HIRE YOU?
Although free retirement software is helpful and a good place to start, the truth is only our network of FEE-ONLY financial advisers and CPAs can expert analysis of your goals, risk tolerances and discuss them with you. If you are looking for a robot, we are not the right place for you.
→ SHOULD I ELECT SOCIAL SECURITY EARLY?
You need to assess your income and expenses and take into account any brokerage accounts, IRAs, 401k account and other sources of potential retirement income. There are many pros and cons to taking it early vs. waiting. Our advisers can help you decide what is right for you.
→ HOW MUCH IS YOUR FEE?
Fees for 401(k) reviews start at $250 and increase based on overall complexity and size. We start with a FREE consultation and then agree upon a fee with you.
If you want to be immediately connected to a FEE-ONLY adviser, you should visit 1800ADVISER.COM. The web site lists the biography and specialty of our network, and you can choose 1 or more members to speak with. To find out more watch our video, ask TheAdviser.com or visit 1800ADVISER.COM.
Our 401(K), IRA & Retirement Plan Services
Review Your 401k Plan
No matter what firm -- Fidelity, Nationwide, Vanguard or other, we will review your plan and help you optimize an investment strategy.
Select 401k Investments
If you need help reviewing and selecting investments, we will review your 401(k) plan and help you. The right investment can make a huge difference.
Annual 401k Assessment
At minimum, you should have an independent adviser review your investment strategy. Let's agree on what works best for you.
401k & IRA Rollovers
Changing jobs or retiring? We will review your situation with you and help you determine whether or not an IRA rollover is right for you.
IRA Roth Analysis
A ROTH IRA or ROTH 401k contributions can provide you significant tax savings if your plan allows it. Let us help you.
Ready to start withdrawing? Don't make a mistake. When you work with us, we will share our views on what is the best thing to do.
Do you have a question about your 401k plan?
Join thousands of individuals who are turning to 1800ADVISER.COM for honest advice.
All of your questions are answered privately via email and are not sold to third parties.