­­There are a few reasons we offer this service.  Typically, most employees are guided by a HR person or their peers when making 401k decisions, rather than someone who is qualified to sell securities.  Additionally, a 401k should be in line with your other assets, risk tolerance and expectations.  This can be difficult to accomplish, so our review will check to make sure you are choosing the best options available.  This complimentary 401k review is a great way to see how our company interacts with our clients.  To schedule a free review, please call 303-734-7123. 

We encourage our clients to have a team consisting of an investment advisor, CPA, and Estate Planning Attorney. This team should communicate with one another to make sure all decisions and details are handled properly and consistently.  If you do not have a CPA or Estate Planning Attorney, we will be happy to share the names and numbers of professionals we have worked with in the past.

__________________________________________________________________________