top of page

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
    bottom of page