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The
401(k) Navigator™
Program maps your safest, shortest, lowest cost route to a financially secure retirement.
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With
the precision of a GPS, your Visible Investment Advisor will guide
you through the 6 steps of the 401(k) Navigator Program.
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Arriving
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Recalculating
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Transition
to retirement
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Tracking |
Unpredictable
adversity
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As
the power of compounding leads you to your financial goal,
you have the opportunity to restructure your portfolio from
accumulation to distribution and the freedom of living your desired
retirement lifestyle. |
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Mapping |
Predictable
progress |
Volatility
from down-turns
along the way are inevitable, but you will be prepared to
take advantage of the opportunities they present with cash
set aside for this specific purpose. |
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Evaluating
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Funding
your
investments |
Portfolio
safety
and investment success will be determined by your ability to adhere to
your plan. You'll do routine monitoring and comparisons to
appropriate benchmarks and your investment objectives. |
Positioning |
Investment
options |
This
analysis will identify the funds that are an appropriate match
with your
risk and return profile and provide you with a plan to
make any needed changes to your current
funds and future contributions. |
Setting
achievable goals |
Then
we'll review each fund in your employer's 401(k) plan to determine their strategy, style, holdings, turnover,
management, relative returns, fees, and the value they add. |
To
start, we'll
assess your retirement goals and risk tolerance, current
investments and contributions, and the number of years until
your planned retirement. |
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Individuals
5 - 7 years from retirement are at an inflection point of their
wealth accumulation, one which can be positively accelerated by
the
Visible Investing 401(k) Navigator Program.
Sign
up today or request additional information.
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Tel: (949) 209-9113
| Copyright © 2005-2009,
All rights reserved.
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