Broker Check

How To Successfully Manage Your 401K

| August 31, 2020

Were you shocked when you opened your first quarter 401k statements in 2020? If so, you weren't alone - most people were and in this video I share with you a service we provide to our clients, where I help them manage their 401k plan. I do this by helping my clients select the right funds to match their risk tolerance, monitor their funds throughout the year and make allocation changes when needed.

If you enrolled in your 401k plan with no real guidance and have never made any changes or even worse taken advice from an unqualified co-worker then you need to watch this video!