THE PROBLEM:
401k retirement plan participants lack access to the information they need to successfully manage their own accounts.
THE SOLUTION:
Allocation Alerts – A service of Eggert Financial Management, Inc.
Are you watching your 401(k) like it needs to be watched? Do you have the time, resources, and/or knowledge to manage your 401(k) regularly? If not, leave it to a professional to help steer you in the right direction. Let us help you implement a plan for your retirement.
ABOUT THE ALLOCATION ALERTS SERVICE
Today's technology allows investors the ability to access their accounts on a daily basis. However, some investors do not have the time, resources and/or knowledge to manage their investments regularly. This service will help guide 401(k) investors portfolio/investment selections based on their personal investment risk tolerance, financial goals and age. These recommendations could help reduce investment risk by providing appropriate exposure to each asset class and each investment within your company's 401(k) plan.
Most 401(k) participants make the mistake of believing that once their 401(k) is setup, they should never have to give it another thought. With the values of 401(k) accounts diminishing, Eggert Financial Management has developed a proactive way to help endure the unpredictable markets. This approach selects and monitors the investments offered in your 401(k) plan so that investment risk remains consistent with market conditions. As conditions change, you are notified with suggestions on how to adjust your investment allocations.
Every investor's situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
OUR INVESTMENT PHILOSOPHY
We believe investing success is determined by understanding and managing portfolio risk. We use advanced research and technology to assess risk and determine the strength and direction of market trends. Our goal is to Advance portfolio values in rising markets and Protect portfolio values in declining markets.
The chart below shows the history of our investment process over the last 9 years. Our portfolio model has participated in most of the market’s advances, while avoiding most of the severe market declines. In doing so, we have helped our clients build greater retirement plan balances and wealth. (Past performance cannot guarantee future results.)
CLICK BELOW TO REGISTER:
Visit our registration site. Select your company and register. You will receive regular updates with asset allocation suggestions specific to your plan, your risk tolerance and your goals. New allocation suggestions will be delivered automatically to your email address. You then click through to your company plan site and enter the new allocations. You will receive a 60 day free trial upon registering, after that our service is available on subscription basis, payable at $39.95 per month or $425 per year (an 11% discount). Please be sure to enter any promotional code you were given by your adviser.
Registration Step 1:
Click the Subscribe Button Below. This will take you to a secure PayPal screen to enter your payment information. Your subscription will be charged to your credit card after your 60 trial period.
Registration Step 2:
Once you enter your payment information, you will be directed to our plan registration site.
(http://4kadv.allocationalerts.net/registration/). Click the drop down menu and locate your company. Click on your company and then enter in your information. Once complete, the system will email you with the most recent allocation suggestions.
Please note: If your company is not listed on the Allocation Alerts page - you can send us a copy of your 401k investment choices. We will add your company ASAP and notify you when you can register and start receiving our allocation advice.
Bill Eggert, CFP® is a registered representative of Colorado Financial Service Corporation, Member FINRA/SIPC
