Why should I include investments outside of my 401(k)?

We don’t just help you manage your 401(k), we try to give you a financial strategy that will meet your goals. In order to do this, we need to have additional information. The more information you provide to us, the more personalized the experience be for you. We’ll be able to give you more accurate projections of what you can expect in retirement and better advice of what you should be doing with your current 401(k). We’ll collect a variety of information concerning your personal goals, including data about future plans and needs, and existing assets. Utilizing this information we’ll then recommend an investment and strategy that is most appropriate for your overall retirement funding expectations. The recommendations provided by GuidedChoice, however, are advisory in nature only and you must ultimately decide which strategy is most suitable for you.

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