Conflict-Free Investment Advice for Your 401k

Proactive, conflict-free management of your 401k.

3 Step Retirement Success Consultation

STEP 1
Portfolio Risk Analysis

The first step is to see if there are any issues you need to address from a diversification or risk perspective. We accomplish this by taking a snapshot of you as an investor and comparing those results with how you are invested.

STEP 2
On Track for Retirement?

Our BeOnTrack report provides you a projected 'retirement salary' as well as how much it would cost you weekly to increase your contribution to the 401k well as the annual increase in your retirement salary. Simply put, this helps you understand what, if anything, you need to do to improve your retirement outcome.

STEP 3
Take Action. Or Relax.

Our consultations are designed to help you understand if you need help. Not everyone does. Thus, you can decide what you take action on, while we act as a fiduciary for all investment advice provided.

Choose What's Right For You: Management or Advice

Professional Portfolio Management

If you would prefer to delegate the day-to-day responsibility of managing you account(s), BeManaged could be right for you. Proactive adjustments are made on your behalf based on market conditions, specific to your desired level of risk. BeManaged allows investors to focus on saving for their future, we will manage the investment portion for you.

Advice Only

Prefer to do it yourself but want a professional second opinion? BeAdvised is your best option. We send you 3-5 recommendations per year; you control whether to implement the changes.

Not to mention...

No Conflicts of Interest

Being fee-only allows us to be 100% unbiased and conflict-free. We do not sell anything but advice. No investment or insurance products. No commissions.

Savings/Retirement Advice

Throughout our service to you, we continually coach you through how best to save and prepare for your retirement. Should you increase your 401k/403b contributions or pay off your mortgage? Roth? Pre-Tax? Both? Max out your contributions? We can help.

Proactive Updates

We provide 4-6 updates per year to keep you informed on your portfolio's status. We help you understand 1) what is happening in the market(s), 2) how we have adjusted your portfolio and 3) our outlook on the markets going forward. No more trying to figure out what the 'talking heads' mean and how it affects you. Just straight-forward, personalized updates.

Result: Peace of Mind for Your Retirement

Schedule a Free Consultation Today

Still Have Questions?

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