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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

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