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Wooden Investments
401k Monitoring Program
401K Monitoring Program
Your company 401k may be your largest investment account and/or the largest portion of your retirement income. Unfortunately, even though these retirement plans are vital to one's financial future, many participants never receive the advice they need to help them meet their goals. It is because of this lack of advice, we have developed our 401k Monitoring Program.
All retirement plans accepted (including Govt TSP)
Determine your goals and time frame.
Determine your risk tolerance.
Let us put together the investment allocation with your current 401k choices.
We monitor the investment choices at least quarterly.
Fee Based on a percentage of assets being monitored.
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