401k Advisory Services

    Founded in 1983

    Providing fee-only fiduciary advice for almost 40 years

    Independent

    Not owned by bank or brokerage firm

    Conservative Approach

    Focusing on
    "Growth with Protection"

    Retirees enjoying their retirement

    For many people, their 401k account eventually becomes their largest Nest egg.  It’s ironic that with the 401k being so important to a person’s retirement success, 401k’s are the most “under-served” area for advisory assistance in the investment world.  

    401k plans generally have several dozen mutual funds to choose between and far too frequently, clients come to us where they have remained in the same losing funds for years.  Ultimately, they choose an underperforming “Target Fund” simply because it seems appropriate.  Some plans offer computerized “robo” platforms to get advice.

    We want our clients to maximize their investments so with the assistance of proprietary scoring system, we rank the funds, on an ongoing basis and report to plan participants the top funds allowing them to stay in front of the better performing funds.  This system requires quarterly adjustments and has outperformed “buy and hold” by more than 100% over the past 20 years.  

     

    retired couple enjoying

    As it’s much more effective to manage IRA accounts with unlimited options, many 401k plans will allow the participant to transfer a portion of their account to a “self-directed” account while they are still employed.  Check your account documents to see if yours allows this.

    Location and Contact Information

    Ga Advisory Group Building

    Headquarters

    2440 Old Milton Pkwy Suite 200 Alpharetta, GA 30004 USA

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    Have a question? Call us and let a team member help you find an answer.

    Schedule a FREE Consultation

    Schedule a FREE consultation with a Financial Advisor.