401k Management in Menlo Park– Timely, Actionable Advice
For many in Menlo Park, their 401k account is the most important investment for their retirement. Despite its key role, many account holders blindly select an allocation of mutual funds based on past performance and then forget about it. Also, many holders view their 401k accounts in isolation, rather than holistically as part of their overall financial portfolio.
How We Help Manage Your 401k in Menlo Park
An experienced financial advisor can provide forward-looking financial analysis and professional advice. Having good information and taking timely actions can make the difference between major portfolio gains and substantial losses. And maybe even determine when one can retire or if at all.
At Gosho Financial Group, we work with executive and managerial clients from Menlo Park to actively manage their 401k investments as part of their overall financial portfolio. We also provide actionable information that can help them to make timely decisions, within current fund options or if allowed, with a self-directed investment account option.
And should a client change jobs or retire, we help them to roll over their 401k investments to an Individual Retirement Account (IRA) with a broader range of options to continue building their portfolio.
There are several important reasons executives and directors should use an independent financial advisor to actively manage their 401k account click here to learn more about why you should use an independent financial advisor to actively manage your 401k.
If you live in or around Menlo Park, CA contact Gosho Financial Group today to talk about our world-class service with a personal touch to assist you with a smart 401k plan.