Your satisfaction is our number one priority
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Weekend and Evening Appointments Available.
100% Remote.
Start here.
INDIVIDUAL 401K Tune-up
Remote. Evenings and Weekends available
This one is for you. Payment due at time of service.
For you:
$199
HOUSEHOLD 401K Tune-up
Remote. Evenings and Weekends available
This one is for two. Payment due at time of service.
For two:
$299
ADDITIONAL SERVICES
Remote. Evenings and Weekends available
Billed in 1/2 hour increments. Please see below.
From:
$149/hr
Do you guys do transmissions?
We get this question a lot. We don't do transmissions, but we do offer the following additional services:
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Assistance locating your account statement and investment choices
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Assistance making allocation changes to your account
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Additional guidance for first time investors
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One-on-one investment education
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Speaking engagements and educational participation
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Full time advice on most account types (Brokerage, IRA's, Trusts, Business)
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Fishing trips in the summer
KEEP IN TOUCH!
Join us for interesting, relevant, and timely newsletters, blog posts, company announcements, and 401k tips and tricks.
KEEP IN TOUCH!
Join us for interesting, relevant, and timely newsletters, blog posts, company announcements, and 401k tips.
KEEP IN TOUCH!
Join us for interesting, relevant, and timely newsletters, blog posts, company announcements, and 401k tips.