FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

 

401(k) Reviews

There is much to consider when planning for retirement. It is a complicated and often confusing process. Many people have a 401(k), but really have no idea what it is, what it does, or if it is right for them. We are here to guide you through the retirement planning process.

Here are some things to consider:

  • What are your goals and objectives?
  • Have your goals and objectives changed recently?
  • How are your assets allocated?
  • How does your 401(k) fit into your whole plan?
  • What are the tax ramifications of your retirement plan?

At Masterpiece Financial Services, we pride ourselves on clear, simple communication. We take the time to help you define your goals and create a plan. We make sure you understand each individual investment and how it works in the big picture. Give us a call for a review of your 401(k) or retirement plan today.