401k Investment Recommendation

Qualified Retirement Plan Review

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Do you have an employer retirement plan such as a 401(k), 403(b) or TSP?  If so, are you confident that your investment selections are in line with your retirement goals?  If you are looking for help evaluating your retirement plan, then we can help.  As a service, we offer a full review of your employer’s retirement plan.  We start with a review and understanding of your tolerance to risk. From there, we complete a thorough review of each of the investments available to you within your plan and we also review your Summary Plan Description (SPD).  The outcome of this service will be an investment recommendation of how to invest your hard-earned savings in a portfolio that is in line with your personal risk tolerance.  A summary of our findings from your SPD will also be provided.  

Fortress Planning Group is an independent, fee-only, registered investment advisory firm who is dedicated to coaching clients toward a holistic view of wealth and family stewardship.

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