Why 401K Master?
Smarter Strategies. Personalized Plans.
With over 30 years of experience, we've developed a consistent process to help investors pursue better long-term outcomes—without relying on one-size-fits-all strategies.
Unlike some 401(k) tools that assign target date or age-based funds, we take a personalized approach. We start by understanding your goals, preferences, and comfort with risk—then tailor your investment strategy accordingly.
Our financial advisors, supported by sophisticated technology, help diversify your portfolio to potentially improve performance while aiming to manage risk.
Through our work at SA3 Wealth, we've reviewed thousands of 401(k) plans and participant accounts and may already be familiar with your plan's investment options. In a one-on-one consultation, we'll walk you through thoughtful strategies designed to support your goals and help you make more informed decisions.
Call or email to schedule your personalized 401(k) review.
Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. There is no guarantee that a diversified portfolio will outperform a non-diversified portfolio; it is a method used to help manage portfolio volatility.