Making your 401(k) or retirement plan investment choices can be the single most important decision of your financial life!
Do You Feel Comfortable making those decisions?
With Investors Edge, our advisors will independently assist you and offer unbiased advice, on how to effectively allocate your 401(k), Simple IRA, 403(b) or other retirement plan offered through your employer - at a fraction of the cost of a traditional financial advisor.
Financial Actionís "Investors Edge" is for you, the individual investor, providing unbiased advice on retirement plan fund selection as well as independent one-on-one advice to educate and coach you so that you may make a more informed decision for your plan.
In 2006, the US Government passed The Pension Protection Act of 2006. The new pension legislation is urging employers to offer investment advisory services to their employees. Financial Action's - Investors Edge offers a solution to this. The 401k and Retirement Plan assistance program allows plan participants to distinguish which funds are most suitable for their individual situation while also assisting the employer in complying with any changes in law.
Do You Have a Retirement Plan?Protect it during these times of high market volatility.
For about $.50 a day Investors Edge advisors will assist and educate you on how to effectively allocate your retirement savings.
Investors Edge Member Benefits include:
- Analysis and indepth research of your Employers fund selections
- Current Investment Analysis
- Perform a Risk Tolerance Questionnaire
- Compare Current Investments and give Recommendations
- Evaluate progress Quarterly
- Rebalancing as needed
This is not a one day seminar experience. We will continue to work with you as you build your financial future and meet your financial goals.
See Us In: US News and World Report
Learn how your employees can benefit from this innovative program - either as an employer sponsored benefit or a discounted employee paid option.