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401k and HSA Blueprint Review

401k and HSA Blueprint Review

You asked for it, so we created it!

For those desiring a second set of eyes on their 401k and HSA.

Includes a focus on interactive education. Our unique  collaborative approach will produce a customized investment  allocation that clients truly understand (because they help develop it) and provides confidence during future market fluctuations.

We strive to provide a review with more customization, education and value, at a more reasonable cost, than the default review option available within the 401k plan.

• Assess Goals and Conduct Risk Assessment
• Educate on Investment Options
• Question and Answer Session
• Customized Portfolio Allocation
• Implementation Plan Checklist
• 6 Month Follow Up Meeting

$750 Single
$950 Couple

401k/HSA Review Detail