A Model  for

401(k) Advice

Did you know that you may be able to hire your own personal advisor to manage your 401(k) account while you are still working?

A Model for 401 (k) Advice

Did you know that you may be able to hire your own personal advisor to manage your 401(k) account while you are still working?

401(k) management

FOR INDIVIDUALS

Our team can  manage your 401(k) account  held with your employer. In some cases, we’re able to manage your 401(k) account by making the investment changes for you and acting as your asset manager. In other cases, we email you changes and then you log in to your 401(k) site to make the changes.

 

As an employee, you have no control over which company is providing your 401(k) plan, and you have no control over which investment choices you’re given – though you have some control in making investment choices within your plan. For most people, the opportunity for a comfortable retirement relies heavily on the value of their 401(k) plan as the main source of income in retirement – so it’s extremely important to build and preserve it.

SPEAK YOUR

TRUTH

the head

After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.

the heart

See how our thoughtful approach helps us understand clients and do what’s

right for each of them.

With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.

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