HOW YOU BENEFIT FROM A 401(k) / 403(b) REVIEW BY PENSINGER FINANCIAL

Most likely your 401(k) or 403(b) plan is your most important retirement asset. Your plan has so much riding on what you do, are you making the right decisions now? How much you contribute and how you invest, is on you to figure out – so you have to get it right – because you have one chance at a safe, secure, and comfortable retirement. With a Pensinger Financial review, we put a strong financial foundation in place so that you can accomplish your retirement goals. Give this first video a watch to see a 401(k) review demo, and the second video explains just how important your workplace retirement plan is for your retirement dreams.

• Your workplace retirement plan doesn’t know you, so a target date fund may not be an ideal investment match for your retirement aspirations. We build out a complete portfolio for you based on our risk tolerance survey analysis of you. This survey takes about 20 - 25 minutes and you can complete it online.

• After completion of the risk tolerance survey, we email a PDF report and a video analysis to you.

• We complete the review with an investment allocation spreadsheet and accompanying video explanation.

• If you are not comfortable making the investment changes yourself, we can set up a virtual call and make the changes together.

The price of the review is a one-time charge of $400.