Who is managing your 401
Many of our clients have regular jobs with great benefits including a 401K or 403B employer sponsored Retirement plan. The plan provider send their rep out once or twice a year to do a 1 hour meeting and pass out forms to enroll or make changes and then directs you to a website to make investments selections. Is this enough help in such volatile times?

We believe that all investments should be reviewed regularly at least quarterly in person or over the phone with a real evaluation of the current selections, compared to the client's risk tolerance and time horizon, the current economic situation and the available investment choices in their particular plan.

We have a service through a third party, Howard Capital Management who provides this for a nominal fee. We serve as your personal advisor to discuss the recommendations as it fits into your overall plan and coordinates with the rest of your planning and investment strategy.

Go to: https://www.hcm401koptimizer.com/IndividualInvestors.aspx?pid=710 to review the information and sign up.
Connect with us on: Go to LinkedIn  Go to Facebook  


 
 
 IMPORTANT DISCLOSURES

Registered Investment Advisory products and services are offered by RChristian Financial Consultants, LLC, an Investment Advisory firm in Athens, Georgia.  RChristian Financial Consultants is registered with the Georgia Securities Division.  For additional information regarding products or services, you may contact a firm representative at 706-546-5888.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of GA. No offers may be made or accepted from any resident outside the specific states referenced.