401K Porfolio Reconciliation

401K Porfolio Reconciliation

Wooden blocks with the words IRA, 401k, and ROTH stacked on top of each other, with money and glasses in the background.
(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

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