401(k) Participant Help

(937) 548-5035

The Cost of Procrastination Women and Retirement
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Investment Advice and Asset Management

 I believe that working together we can do more than working alone.  Together we can protect investments from economic turbulence, and build future income: Wayne Fourman of the May Financial Group, Inc. serving Greenville and Dayton, Ohio area since 1983. 

Contact me:

► If you’re a participant in a 401(k) plan and need help.

► If you believe the “set it and forget it” approach may not be the path to growing and protecting your investments. 

► If you are looking for individualized 401(k) guidance.

 ► If you are looking for education on how to allocate your investments.

 ►If you are frustrated with the default mutual fund options.

 ► If you have given up paying attention to your company 401(k) retirement plan account.

I provide guidance with the goal to profit in up markets and protect in down markets.  My core belief: 1. We don’t know where the market will go and neither does anyone else 2. Wherever the market goes, it will get there by trending 3. Along the way, there will be out performers and under performers.  Armed with these three core beliefs and by identifying market trends, we can determine our market exposure, and add out performers to your portfolio.

 Set up your FREE 30 minute strategy session and find out if 401(k) Participant Help is right for you!

 The FREE strategy session includes:

             ● A quick assessment of your current 401(k) plan

             ● A discussion on some of the options available to you

             ● An action step that you can take to increase your 401(k) peace of mind

 Contact me by completing “Have A Question?” and indicate you would like a free strategy session.  We can meet in person, on the phone or on a Skype video call.

2 Programs Designed to Help Manage Your 401(k):


Investment Advice

● We discuss your investment goals and determine your risk tolerance.

 ● We review a copy of your company 401(k) retirement plan statement/plan menu.

 ● We will build your personal investment portfolio based on your risk tolerance and available investment choices. We determine a personal quarterly asset allocation with instructions for you to enter through your online account or instructions to give your account provider.

 ● We will schedule appointments with you as necessary to answer any questions and to discuss your complete financial picture.

 Cost: $175-$1,295 per year with payment due after your first 3 month free trial.

 

Active Asset Management

● We discuss your investment goals and determine your risk tolerance.

 ● We review a copy of your company 401(k) retirement plan statement/plan menu.

 ● We will build your personal investment portfolio based on your risk tolerance and available investment choices. We will then continue to monitor it making sure it is appropriately allocated.

 ● We perform daily monitoring of your investments through our research and associated companies’ research to ensure your portfolio continues to work for you.

 ● We continue to monitor any new investment choices as they arise, making sure your portfolio is invested within the best investments available.                   

 ● Portfolio reports and quarterly statements are available via internet or by mail. Access to your account via the internet is also available 24/7.

 ● We will schedule appointments with you as necessary to answer any questions and to discuss your complete financial picture.

Cost: $15-250 per month 

 

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