We will perform our services and give advice at the highest level of ethical standards, period. These standards include:
Straight forward service contracts that clearly outline our responsibilities, including service guarantees.
Taking 100% responsibility — including fiduciary responsibility where applicable.
Disclosure of all revenue to our clients the shunning of all soft-dollars or marketing kick-backs.
Telling the truth in every situation. Also we will never misrepresent our services and abilities.
Consults are free.
Helping People Make Smart Choices With Their Money.
Investment Advisory Services offered through Independent 401(k) Advisors, LLC, a Registered Investment Advisory firm.
Let us know what email to send your copy of our 401(k) fee calculator.
Let us know what email to send your copy of the 12 Point 401(k) Annual Checkup List.
Let us know what email to send your copy of The 2021 401(k) Compliance Calendar.
Let us know what email to send your copy of The Ten Warning Signs That Your 401(k) Contributions Are Being Misused.
Let us know what email to send your copy of The 5 Common 401(k) Mistakes Made By The Employer.
Let us know what email to send your copy of the 5 Common 401(k) Mistakes Made by The Employee.