Most people today are defaulting to the Target Date (age-based) Funds and the “manage it for me” approach. They are settling for below average returns for potentially higher risk.

Our strategies will show YOU how to lower YOUR risk while increasing YOUR potential for higher returns.

Call or email to schedule your individual consultation. We will get to know you, assess your goals and levels of risk, and then determine next steps.

You will need to have your username and password to your 401k website prior to the call. If you need help with this step, we will schedule additional time to assess technical problems.

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Policy

We are committed to protecting your privacy. 401K Master has taken steps to protect your personal information through our secure website and high-level protection resources.

401K Master Digital Privacy and Cookies Policy

We protect confidentiality through encryption to ensure online transactions are secure including our servers and website through utilization of TLS and SSL encryption ensuring your data remains confidential. This policy generally applies to your interaction with 401k Master on its website, mobile applications, and other electronic venues.

Social Security Number Protection Policy

Social security numbers are classified as “confidential” information under the 401k Master Information Security Policy. As such, Social Security numbers may only be accessed by and disclosed to 401k Master team members and others with legitimate business “need to know” in accordance with applicable laws and regulations. Social security numbers, whether in paper or electronic form, are subject to physical, electronic, and procedural safeguards, and must be stored, transmitted, and disposed of in accordance with the provisions of the Information Security Policy to confidential information. These restrictions apply to all Social Security numbers collected or retained by 401k Master in connection with customer, employee, or other relationships.

Securities offered through Securities America Inc., a registered broker/dealer, Member FINRA/SIPC, (Stephanie Boles-CFP, Dean Cox, Matt Kennedy, Tim Papadopoulos, Paul Schulte- AIF), Registered Representatives. Advisory services offered through Securities America Advisors Inc., An SEC registered investment advisory firm, (Stephanie Boles-CFP, Dean Cox, Matt Kennedy, Tim Papadopoulos, Paul Schulte- AIF), Investment advisor representatives. SA3 Wealth and Securities America Companies are unaffiliated.

Forms Necessary

• New account form (NNAF)
• Erisa Plan Participant Investment Advice Agreement (EPPA)
• Securities America Financial Planning Agreement (FPLA)
• Authorization Agreement for Recurring Transactions (FPAC)
• SAA Financial Planning Invoice (FPIN)