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Numerous retirement plan participants make the mistake of believing that once their individual retirement account at work is setup, they should never have to give it another thought. With the values of many individual retirement accounts at work diminishing, Balser Wealth Management, LLC has developed a hands-on way to help endure the unpredictable markets. The service, known as PERSONAL 401(k) ADVISOR, is designed to assist investors and employees in managing their own individual retirement accounts at work. PERSONAL 401(k) ADVISOR provides easy-to-understand, customized advice for employees investing in their individual retirement account at work.
Unlike most advice services, ongoing recommendations are made through a process of selecting and monitoring the specific investments offered within the company's plan. As market conditions change, employees are notified to adjust their investment allocations. The investor/employee makes the final decision to implement the allocation changes.*
PERSONAL 401(k) ADVISOR helps investors and employees regain control of their retirement plan account at work by managing the risk.
Most retirement plans require employees to research various investment options offered by their employer and put together their own portfolio. This can be a very time consuming process many workers don't fully understand. With Personal 401(k) Advisor investors and employees can now receive assistance with their asset allocation and investment decisions from specialists.
The service is applicable with most 403(b) and 401(k) plans.
Today's stock market volatility is causing unrest for some personal retirement account holders.The Buy and Hold strategy is not the way to manage personal retirement accounts. Everyday proves to be another mystery of how the market will react and impact the investor. Personal 401(k) Advisor provides individual care and advice for the individual retirement account investor helping them attain a secure and comfortable retirement.
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