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  IS YOUR 401(k) ACCOUNT HEALTHY?

GET A SECOND OPINION FROM…




In a 2012 Schwab survey of more than 1,000 workers enrolled in their company 401(k) plans, 52% said they do not have the time, interest, or knowledge to properly manage their 401(k) portfolios. Does this describe you? It might be time to schedule The 401(k) Doctor® check-up!


The 401(k) Doctor® check-up provides you:

  • Confidential 401(k) account review by a CFP® Professional* 
  • Valuable investment insight, including detailed risk analysis
  • Advice personalized for you and your unique situation


Contact us to learn more or to schedule your check-up.

Also available:

The 403(b) Doctor™ check-up

The 457 Doctor™ check-up


*The 401(k) Doctor™ client services are performed by Bryan G. Wayt. Bryan has faithfully served his clients as a CERTIFIED FINANCIAL PLANNER™ professional since 1/22/01.