401K Porfolio Reconciliation
401K Porfolio Reconciliation
(Private Session)
Make your 401k work as hard as you do.
Most people let their job’s default 401k settings sit untouched — and that “cookie cutter” setup is costing them years of potential growth. In this private 30-minute session, we’ll review your current allocations and explore smarter options that have historically delivered stronger returns. Beginner-friendly and jargon-free, this session is all about putting you in control of your retirement money.
What You’ll Get:
✔️ Personalized review of your current 401k allocations
✔️ Clear, easy-to-understand breakdowns
✔️ Real strategies to grow your retirement funds
✔️ Actionable insights you can apply immediately
Real Results: Clients have seen up to 94% growth in 3 years after making simple adjustments.
Location: Private Session (Zoom or Phone)
Duration: 30 Minutes
Cost: $1299
When: Thursdays from 6-8pm