Helios Advisory Service
Getting Your 401(k)-type Plan in Shape
Your 401(k),403(b),or 457 is the first place to start building assets for your retirement. If your employer offers a match, it is so much the better.
Picking the right investments is important and takes time and diligence to do properly for yourself. I can help.
Allocation is a three-step process:
- First, you help me to understand your situation and goals.
- Next, we analyze the choices in your plan: mutual funds, REITs, or bond funds.
- Finally, I make an allocation specific to you.
I know that proper allocation is so important and valuable; I do this as a stand-alone service.
My fee is $150 per year per account. This includes re-balancing every 6 months.