YES! Please send me a 401k brochure.
401k/Retirement Account Advisory Services
We believe that the general public has been poorly served by the financial industry when it comes to the management of a family’s retirement assets. For many people their 401k or other retirement accounts are confusing and a source of worry when markets correct. We can help you do a better job of managing your retirement assets.
At Blue Water we are able to provide advisory services on an hourly rate basis to help you with your existing retirement plan’s asset allocation. We estimate a maximum number of hours yearly in advance. There is no need to move assets elsewhere –we will work with the choices available in your plan. We do this by modeling your current risk exposure, comparing that to your risk tolerance, and then taking into account our own views of the risk/reward environments at the time. Adjustments or re-balancing can be done quarterly or as needed when the market changes direction.
401k Asset Models
How 401k Advisory Services Work
- First we evaluate your risk tolerance.
- Then we model your current risk exposure.
- Finally we take into account our own views on the risk/reward environment and make recommendations to you. (You then must make changes in your plan.)
- There is no need to move assets elsewhere - we will work with the choices available in your plan.