Kaarlsen Financial Strategies Group is proud to offer 401k Plan ConfidenceTM
Through this service, our team of professionals will provide guidance to help you:
- Establish a diversified asset allocation based on your risk tolerance & investment time horizon
- Advise you on exactly which funds to invest in, tailored to the investment options of your specific plan
- Let you know what percentage to contribute to each fund
- Alert you when it’s time to re-allocate your funds
This program allows your money to remain in your retirement [401k, 403b, 457] plan, and gives you the ability to direct your own funds within the plan. Investment advice is communicated via monthly e-mails and semi-annual conference calls, and you can securely log in to view your recommendations and alerts at any time. Our staff is always ready and prepared to answer your calls or emails, to help with any questions you may have.
Who else cares as much about your financial future as you do? With our help, you can take a more active role in managing your own retirement account.
Enroll* in Plan Confidence™ today… and have confidence that you’re doing all you can to work toward your family’s goals!
SIGN UP TODAY!
Want to know more? Call our office: (210) 490-7707 and we'll get you started!
*There is a $20 set-up fee, and a $25/month charge
[Monthly charge is waived for our clients…a $300 per year value!]