401(k) PORTFOLIO REVIEW

Andresen & Associates now offers a 401(k) Portfolio Review service for clients. This program is designed for investors who have a limited company-selected menu of fund choices and would like some investment advice or reassurance.

For example, many 401(k) plans do not provide you with enough easily understood information to make educated decisions regarding the allocation of your hard earned investment dollars. An occasional third party professional review of your 401(k) portfolio may give you the security you need to feel confident about your investment future.

As an unbiased third party, Andresen & Associates will review your plan and present recommendations in writing to you without conflicts of interest.

This service assumes that you have already made the commitment to save in a 401(k) plan with a long-term strategy in mind. It is not intended to be a comprehensive financial planning tool. Instead, this service focuses on choosing the best available mutual funds in the appropriate amounts to keep your retirement portfolio focused on your long-term plan.

Investor provides:

• Copy of portfolio statement and menu of available funds
   

• Completed Review Agreement and Risk Assessment Form (available here)

Andresen & Associates provides:

• A personal and independent review of your 401(k) portfolio
   

• Professional research data (when possible) which is not available to the average investor
   

• Free one year subscription to monthly investment newsletter
   

• Concise, customized written synopsis of your 401(k) review and suggested fund allocation chart based on stated goals, age, and risk assessment

Benefits:

• Objective third party investment suggestions by an investment advisor who studies historical, current, and future trends and events in the stock markets.

Cost:

• $100 / single 401(k) account with a menu of 24 or less mutual fund choices

To get started,  download a 401(k) Portfolio Review packet. Send us the required information, and within two weeks of its receipt, you will receive a written, professional, and objective opinion with unbiased suggestions on how you can maximize your investment!