Your Opportunity

Your Opportunity

Did you realize that your 401(k), 403(b), 457, etc., plan may allow you to have a Self-Directed option and the possibility to be professionally, actively managed by a team rather than passively managed by an individual? The combination of a Self-Directed account plus Professional, Active, Team Management is what we call the "Retirement Two Step"!

What does this mean to you?

The Self-Directed option opens up thousands of investment options within a retirement account. Couple that with active investment strategies that are monitored and adjusted by a team of professionals watching over your account daily or weekly and you have created the "Retirement Two Step." The Two Step helps to ensure that your account is positioned to take advantage of the market conditions. No matter if the market is trending Up or Down, you have the potential for better returns from your investments. In comparison, a passive investment is rarely monitored or adjusted which could lead to unsatisfactory performance.


What's the bottom line?

This is your retirement account and your future retirement. If you do not take control of it, who will?

What's the next step?

Information and Education. Most people are not aware of the Self-Directed option or how active management by a team of professionals could make an impact on their retirement. Let's talk for 20 minutes on the phone or in person to compare your passive strategy to the potential results of the "Retirement Two Step".