|No doubt you heard about the equifax data breach recently where personal data of 143 million was seen by hackers.
Please see new links at the bottom of this e-mail including a special 401(k) event coming in October.
What to Do Next – 401(k)
Are you responsible for overseeing your company’s 401(k) plan and wish to have it checked out? The next step is to call or e-mail us to set-up a 45 minute introductory meeting. No preparation is required. Note that we are independent fiduciaries. We have no ties to any providers. We do not accept commissions. Therefore, if we were to get involved, we help you first improve what you have – no major immediate change in providers is necessarily required. We’ll plan provider changes, if needed, with you, at your pace. Call us to set up an introductory meeting.
What to Do Next – Individuals/Couples
If you are an individual considering planning, contact us and we’ll help you put into writing what is most important to you and establish goals in alignment – the Discovery Meeting. Then we’ll bring a team of independent experts together and assemble quality unbiased advice (prioritized) to make it happen. We’ll work side by side with you to implement the advice.
That said, it is natural for some to consider investing before planning.
We’ll analyze your current investment strategy with nothing expected in return. (We’ll analyze other aspects of your strategy if you wish.)
We look at:
- Overall Performance (vs. benchmarks & our model portfolios)
- Portfolio Design
- Fees & Expenses
Give us a call. 760-504-6040