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In the report you’re about to receive, you’ll learn how to:
1. Improve your 401(k) performance over time
2. Manage your money better during volatile and bear markets
3. Feel more confident about your retirement date, no matter how close or far away it is
While You Wait for Your Report, I’ll Let You in on a Secret…
Most people have no idea how much money they’re paying in management fees in their 401(k)
It’s usually a percentage of the amount of assets you have under management, and even a tiny fraction of a percent can spell the difference between a stress-free retirement and one where you’re counting every penny that leaves your wallet.
Anyone with administrative control over your 401(k) plan has a fiduciary duty to work for you, but conflicts of interests sometimes arise. And, this may come as a surprise, but brokers don’t owe a fiduciary responsibility to you at all.
They’re working for their employer, not for you. Their goal is to make as much money in fees and commissions for the boss as possible, and if you, the client, happen to come out ahead, that’s great, too, but it’s not their primary objective.
My goal is for you is that you’re able to control your future. The first step in that process is controlling your 401(k).
Wait, Back Up. A Fiduciary What?
A fiduciary is someone who is required to act in your best interest and disclose any potential conflicts. Fiduciaries are required to act in good faith from both a legal and ethical perspective.
So, what does that mean?
In simple terms, it means that I’m not trying to earn money for a company or myself. My priority is to earn money for you! No conflicts of interest, no high fees, and no complicated reports that require a degree in finance to understand.
As a fiduciary, I’m not satisfied unless I’m pulling out all the stops to ensure your financial security and success.
Honest Advice and an Inconvenient Truth
I focus my efforts on helping individuals with financial planning as a fiduciary. I love that I can do exactly what is right for my clients every time. My clients are my boss, and pleasing them is my ultimate goal.
Being able to help individuals and families live the life they deserved after decades of labor has fulfilled me to no end. I rejoice when I hear about their luxury cruises, and I live for stories about how my clients can spoil their grandkids or enjoy the peace and calm that comes with having nothing on the agenda for the day.
I often work with retirees, helping them with income planning, budgeting, and estate planning. But, there is a problem that I encountered time and time again, and it’s one I want to help you avoid…
A 2018 Retirement Savings Survey found that 42% of Americans are at risk of retiring absolutely broke.
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