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What is a 401(k) tune-up?
Company-sponsored retirement plans — Sure you contribute to
them, but do you really understand what is going on with yours? Are you
using the right investment choices? Is your account properly diversified?
Do you have too many eggs in one basket?
If you have questions like these, then you need to seek an
unbiased, professional opinion on your 401(k) from Oaktree Financial Advisors,
Inc.
During a face-to-face meeting, an experienced financial
planner will provide you with a written, strategic investment allocation. This
allocation is specific to your financial situation, and will be based on your
risk tolerances and retirement time horizon. If you prefer, this checkup can be
performed over the phone.
With this analysis, you will know precisely what changes need
to be made in order to properly invest the assets in your company-sponsored
retirement plan.
To request a complimentary 401(k) tune-up please contact our
office at 317-818-1631 or fill out the online form by
clicking here.
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