Frequently asked questions

Are you a real investment advisor?


Of course! 401k Tune-up is a financial planning service provided by A. Duncan Investment Advisory, a Registered Investment Advisor in the state of Colorado.




How do I pay for my tune-up?


We will email you an easy-to-pay invoice after we meet for your tune-up. Our services can be paid for with a debit or credit card.




How long does it take?


The total time commitment on your part is about an hour. First, you login to your 401k account to download a recent statement and a list of the investment selections in your plan. Next, schedule an appointment to meet with us to go over our recomendations for your account. After your appointment is set, you will be immediately directed to our 401k Tune-up intake form and secure document upload. The last step is for you to join us for a phone meeting to discuss our recomendations for your account. That's it! You now have a tune-up 401k account.




Do I have to buy anything?


Nope. This is 100% pure, objective advice free from any conflicts of interest. There are no product sales, commisions, or recommended add-on's. We feel that we provide a valuable service at a great price, your satisfaction and future success is all we are after. We would however, be much obliged for your referals.




Do you do 401k Rollovers?


Yes, we do, but it is important to make sure an ongoing advice relationship is right both of us. Please call or email us to discuss your individual situation.




Is my information secure?


Definitely. We take data privacy and security very seriously. We use the same level of data protection as large banks and e-commerce sites.

  • 256 bit SSL (Secure Socket Layer) connections
  • Form data encrypted in transfer and storage
  • Multi-layer password and privacy protocols
Please feel free to let us know if you have any questions about how we keep your information safe.




Do I have to open a new account?


Nope. This is 100% pure, objective advice free from any conflicts of interest. There are no accounts to open, product sales, commisions, or recommended add-on's. We feel that we provide a valuable service at a great price, your satisfaction and future success is all we are after. We do also appreciate your referals.




Do you sell insurance?


No. The only thing we sell is our advice for your 401k account.





Investment Advice | Financial Planning | 401k account advice