Workplace Retirement Analysis
The workplace retirement plan analysis1 will allow you to work towards meeting your retirement planning goals.
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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