Wealth Management

Maximize your 401k, 403b, or 457 Retirement Account by working with an experienced local financial advisor.

Many studies have shown that retirement plan participants who receive continuous advice and support earn an average of 3% more per year than those who do not.

How It Works

Many retirement plans offer an opportunity to open a brokerage window account within your 401k, 403b/401a and/or 457 account. A brokerage window account offers access to thousands of investments and in many cases, provides the participant with face-to-face support of an experienced local financial adviser and continuous professional portfolio management.

Advantages of Working with an Experienced Local Financial Advisor

  • Access to thousands of additional funds
  • Opportunity to reduce investment expense and control risk
  • Personalized investment strategies including a Faith and Values solution
  • Performance reports you can understand
  • Continuous portfolio management bound by a fiduciary standard of care
  • Face-to-face retirement planning advice and support
  • Integration and coordination with your outside assets

Call or email me today to see if your retirement plan account is eligible and determine if customized advice will improve your probability of success.