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As a highly-respected professional, you have worked hard to get where you are today.
Your years and years of schooling and dedication to your craft should not be squandered by the improper management of your EMH Regional Health Care 401(k) Plan.
You deserve the same quality service and care that you provide to your patients.
You could benefit from working with me. Roger Balser and Balser Wealth Management, LLC. When you do I assure you we will add value to your financial well-being.
Assuming this interests you let’s have a telephone conversation. In that call you will pretend you have already hired me. We will review your individual University Hopsital 403(b) and I will share with you the disciplined approach I take to investing.
This is the best and frankly only way to know if my expertise is exactly what you are looking for.
If not based on our conversation the information you receive will transform your individual retirement account.
A bold claim.
SURE.
Dozens of my clients will tell you based on the results they received from Balser Wealth Management their financial well-being improved significantly. So much so my fee was inconsequential!
Let’s talk. Call 440-934-3114, or email:emh@balserwealth.com.
Current EMH Regional Health Care 401(k) Plan
According to our records, these are EMH Regional Health Care 401(k) Plan's current plan investment options. If any of the options have changed and aren’t reflected here, please let us know. Send additions or deletions by emailing emh@balserwealth.com.
Investment |
Symbol |
Investment |
Symbol |
American Funds Fundamental Investors Fund Class R4 |
RFNEX |
Select Telecommunications Portfolio |
FSTCX |
American Funds Growth Fund of America Class R4 |
RGAEX |
Fidelity Freedom 2000 Fund |
FFFBX |
Fidelity Value Discovery Fund |
FDVFX |
Fidelity Freedom 2005 Fund |
FFFVX |
Spartan 500 Index - Investor Class |
FUSEX |
Fidelity Freedom 2010 Fund |
FFFCX |
T. Rowe Price Dividend Growth |
PRDGX |
Fidelity Freedom 2015 Fund |
FFVFX |
Fidelity Mid-Cap Stock Fund |
FMCSX |
Fidelity Freedom 2020 Fund |
FFFDX |
Fidelity Low-Priced Stock Fund |
FLPSX |
Fidelity Freedom 2025 Fund |
FFTWX |
Fidelity Stock Selector Small Cap Fund |
FDSCX |
Fidelity Freedom 2030 Fund |
FFFEX |
Invesco Van Kampen Small Cap Value CL A |
VSCZX |
Fidelity Freedom 2035 Fund |
FFTHX |
Harbor International Instl CL |
HAINX |
Fidelity Freedom 2040 Fund |
FFFFX |
Templeton Foreign CL A |
TEMFX |
Fidelity Freedom 2045 Fund |
FFFGX |
Select Electronics Portfolio |
FSELX |
Fidelity Freedom 2050 Fund |
FFFHX |
Select Financial Services Portfolio |
FIDSX |
Fidelity Freedom Income Fund |
FFFAX |
Select Health Care Portfolio |
FSPHX |
Fidelity Puritan Fund |
FPURX |
Select Technology Portfolio |
FSPTX |
PIMCO Total Return Fund Administrative Class |
PTRAX |
Self-Directed Option
In addition to the menu of mutual funds already listed, EMH Regional Health Care 401(k) offers a Self-Directed Account option (SDA). A self-directed account is a brokerage account that resides within your employer-sponsored retirement plan. With the SDA, you enjoy the flexibility of greater choices of investments inside your retirement plan (e.g. ETFs, common stocks and a wider variety of mutual funds) and receive ongoing portfolio management by Balser Wealth Management, LLC. By extending your investment options, the SDA may help you better meet your investment objectives.
For a complimentary review and analysis of your current EMH Regional Health Care 401(k) investments, simply complete and submit the form below.
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