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Your Advice

If you are someone who wants to receive personalized information on where to specifically invest your 401-(k) account, but would rather make the changes yourself, Your Advice may be right for you.

On a quarterly basis we will provide you with specific recommendations based on your personal goals, and the available investment options in your 401-(k) plan.

We will first help you complete an Investor Profile Questionnaire to assist us in determining your investment strategy. You will then work with one of our advisors to develop your personalized investment portfolio. On a quarterly basis, you will receive personalized recommendations based on your individual strategy.

You make the investment changes to your account.

As with all of our services, you will have access to your Personal Financial Web Site to assist you in monitoring and managing ALL of your accounts, not just your 401-(k) plan.

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