We can help in 3 ways—Call (256) 655-8628 With your Questions
1. Team/collaborative approach
We’ll work together to evaluate the funds and choices in your plan. It will be your responsibility to enact those recommendations. Best suited for folks who want full responsibility for the process and outcome.
2. Want or need a coach
This approach gets an accountability partner. Your coach uses the components your plan has and bases the portfolio on your answers to their risk tolerance questionnaire. Usually free for clients and available at a nominal fee for others after a trial period.
3. Delegation
This is for people that have neither the time nor the inclination to manage their retirement plan, or if their plan has below average investment choices. If your plan allows, you can delegate the day to day management to a professional investment management firm.