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.
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.