You just did something most people never get around to doing. Your session is locked in, and our team is already looking forward to the conversation. Here is everything you need to know before your call.
We will take a look at your current allocation and provider setup so we understand exactly where you are starting from.
We will walk you through how professional management works inside the account you already have, including options most people have never been shown.
You will walk away knowing exactly what your options are and whether a managed approach makes sense for you.
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The more you bring to the call, the more useful it will be. Do not stress if you do not have everything, we can work with whatever you have.
Thousands of Americans have already taken this step.
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 Nothing is withdrawn, transferred, or rolled over.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.
