Methodology
401K Master
Identify
We’ll learn about you and develop a personalized profile including your desired risk tolerance, financial goals, and life plan.
Analyze
401k Master will analyze your 401k plan and match your profile to your current employer sponsored retirement plan.
Optimize
We will adjust your 401k by optimizing your fund choices and reduce fees and risks.
Calibrate
401k Master stands ready to assist you with ongoing advice. Our plans are calibrated to meet your needs with expert advice.
It’s really that simple. Our advisors will meet with you in person or via phone, email, and video conference. The 401k Master will develop your personalized plan with the information you provide.