Sometimes, all you need is to ensure that your retirement plan, such as a 401(k) or 403(b), is properly invested, has low fees, and aligns with your financial goals and dreams. I can help you review your retirement plan, investment options, and 401(k) fees.
What you get:
- Expert guidance
- Investment analysis
- Fee analysis
- Rebalancing recommendations
- Retirement planning tools & resources
Personal 401(k) Audit
$199.00Price