Phone: (989) 493-2940
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401K Rollovers are the first step to building wealth. Inside of your typical 401K you are very restricted to certain investments. If you only have a choice of 20 options and there are 8,000 available, there’s probably quite a few better performing options. Being an independent fee-only company we offer the world of investments. You're not limited to a set list. We represent only our clients, not a large company selling their product.
-The funds we have access to are probably cheaper, if your 401K funds charge 1% and you have an account balance of $100,000 you're paying $1,000 per year! We use low cost index funds that could cost as little as .09%......That's a difference of $910 each year, in your pocket.
-Our guidance will put you on track for retirement and give you a custom designed wealth management plan utilizing your rollover. We offer the guidance you need that isn't typically available in your 401K.