Wednesday, May 6, 2009
The Value of a Financial Advisor
New research shows 401k plan participants would be well-served to receive the services of a fee-only independent financial advisor. A Charles Schwab study revealed that 401k participants who sought professional assistance in allocating their assets earned a significantly greater rate of return than those who did not. The data examines 2006 returns and is broken down by age group.
Add fuel to your 401k today. Contact me to schedule a complimentary consultation where we’ll identify high-quality investment options and design a diversified portfolio.