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THE BOOK GIVES YOU THE QUESTIONS
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Read this first
Millions of people contribute to a 401(k) every paycheck and never look beyond the fund choices they made on their first day of work.
They assume their account is fine because nobody told them otherwise. They assume they do not have options because nobody showed them what was available.
The 401(k) Wake-Up Call was written to change that.
Read it. Keep it. Use it to ask better questions about the retirement account you have been trusting for years.
A managed 401(k) means a professional adviser is actively overseeing your investment allocations inside your existing employer-sponsored account. Your money stays where it is. Nothing gets rolled over or moved.
No. Your money stays exactly where it is, inside your existing employer-sponsored 401(k) plan. The Self-Directed Brokerage Account (SDBA) is simply an account within your current plan. Nothing is withdrawn, transferred, or rolled over. Your employer match stays. Your plan protections stay. The only thing that changes is who is actively managing your allocations.
No. The 30-minute strategy session is completely free. There is no obligation to move forward, and you will not be asked to make any decisions on the call. The purpose of the session is to review your current 401(k), confirm whether your plan offers an SDBA option, and give you an honest picture of what professional management would look like for your specific situation. That is it.
Not a problem. You can reschedule directly through the confirmation email you receive after booking. If you need help, you can also reach us at (833) 769-3769. We understand schedules change and we will find a time that works for you.
