Lee's Summit, Missouri
P: (816) 287-4780 | E:  info@nextgen-wealth.com

401k Review Service

Does Your 401k Need a Little Attention?

Are you even sure what you’re investing in? How is the performance? What about expenses? If you’re like most people, the answer to these questions is “I’m not really sure.”

And it’s totally understandable because a 401k (or any workplace retirement plan) can be confusing. While there are some incredible savings and tax benefits, there often times isn’t the education that needs to go along with it. What’s even sadder is that a lot of people don’t even invest in their 401k because it’s just too confusing.

If you’re not self-taught or your co-worker doesn’t show you the ropes with how to properly invest or, more importantly, how much to invest, it’s basically left up to you, which then becomes a guessing game. And crazier yet, often times even your employer isn’t able to help out much.

Makes a lot of sense, right?

Not really, I know. However, that’s how it is in the 401k/retirement plan environment. Your entire retirement depends on you making the right decision on how much to invest and where to invest it. We’re talking about one of the biggest nest eggs you will ever acquire!

A few of the biggest mistakes I see when it comes to 401k’s include

  • Blindly picking funds because you couldn’t get any help
  • Having way too much in one fund or even in your own company stock
  • Thinking that a 5% contribution will get you to a comfortable retirement
  • Investing in expensive mutual funds when better/lesser expensive alternatives might available

But how can you be confident in making those decisions if you’re not really sure what you are doing in the first place? Well, that’s where we come in with our 401k Review Service.


Our 401k Review Service

We have designed this service for those individuals who are already actively investing in an employer-sponsored retirement plan, but just have questions on whether they’re doing the right thing. Let’s break it down even further.

Who does this service make sense for?

  • Someone who is already participating in a 401k plan. This is very important as this service isn’t designed to convince someone why they should be investing for retirement. That should be a given.
  • Someone who isn’t confident in choosing their own investments
  • Someone who doesn’t have the time to figure it all out themselves

Who doesn’t this service make sense for?

  • Someone who doesn’t believe that stock market like returns involve risk i.e. your account can and will go down in value at times
  • Someone who’s looking for some kind of “guarantee”
  • Someone who’s going to make changes to the recommendations we provide because their neighbor or the media told them to

Now that I’ve gotten a few of the disclaimers out of the way, let’s take a look at what you’re actually going to get out of this great service.


What Does This 401k Review Service Provide?

A wonderful question and one that we will address right now.

  • Two consultations
    • The first to better understand your current situation and determine if it’s a right fit
    • The second to review the 401k Plan we’ve created and most importantly, implement it
  • Your personalized risk score for your current allocation as well as recommended allocation
  • Professional research to review all of the investment options available within your 401k
  • Your own specific investment recommendations
  • A retirement roadmap to show if you’re investing enough or how much you should be saving
  • Personal access to our state-of-the-art Financial Dashboard
  • Access to create your own free Personalized Financial Plan (I highly recommend taking advantage of this!)


So How Much Does This Cost?

The cost for our 401k Review Service is $295. This includes everything mentioned above for one 401k (or any employer-sponsored retirement plan), as well as personal access to a financial planner throughout the process.


How to Get Started?

1. Fill out the contact form below or simply email or call us directly

Email: 401kReviewService@NextGen-Wealth.com

Phone: (816) 287-4780


2. Complete our 401k Review Service Profile and Comfort Level Questionnaire

3. Be committed! We do ask that you get back with us promptly so we can access your investment options as well as receive payment for the service.


Have Peace of Mind in Your 401k Today!  


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