401(k) Professional Management
- Can I make an appointment to talk to someone?
- I want to use my 401(k) for another expense such as a down payment on my home. How can you help me with that?
- Why should I include investments outside of my 401(k)?
- What do I get when you manage my account for me vs. just giving me advice?
- I have a high allocation in company stock, what should I do?
- Do you manage my company stock too?
- Where do I log into my account?
- How does GuidedChoice monitor my account?
- Can I just get advice but not have you manage my account?
- How often do you rebalance my account?