Diving deeply into your retirement plan
One of our experienced financial advisors will look at every aspect of your retirement plan (401k, 403b, 457, profit sharing) and provide the following:
- Paycheck analysis
- Roth opportunities
- Match opportunities
- Accumulation projections
- Risk tolerance questionnaire
- Asset allocation strategy
- Fund analysis
- Income For Life Model2 illustration
- Ongoing support
Fees are based upon total assets under management. Additional fees may apply depending on model and manager selections. Total fees will be disclosed prior to account opening.
1 Pricing varies on complexity & time.
2 AmeriServ Financial Services and LPL Financial are not affiliated with Wealth 2k, Inc.
The Income for Life Model is a registered trademark of Wealth2k, Inc.
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