a personalized plan to help you
Your 401(k) or 403(b) plan at work is one of the most important employee benefits you receive. You'll receive a comprehensive analysis of your 401(k) and recommendations for your investments, monthly contributions, and the best way to optimize your retirement account.
Make the most of your 401(k) plan by getting a comprehensive review of your retirement plan and an investment allocation recommendation based on your unique goals and risk tolerance. Know with confidence that you are doing what you need to retire to the life you want.
A comprehensive analysis of your 401(k), 403(b), 457, or other retirement plan
Explanation of how your company match works
An explanation of your investment options and their fees
Recommended monthly contribution amount to achieve your retirement goals
A personalized recommended portfolio allocation and investment plan
$800 for Your Personalized Plan
$1,300 for couples who each have workplace retirement plans
Additional fees apply for plans which include stock options, phantom stock, Restricted Stock Units, or other complex situations
Free for ongoing Planning clients