Portfolio in a rut and not growing? Business growth slowed? If so, you need a Growthologist!
A Growthologist is someone able to show you how to grow your portfolio, or your business.
Consult with a Growthologist Today!
Our Staff of licensed investment managers stands ready to help you, or your employees to gain a better understanding of how a company’s 401K plan works. We study your company plan, and then spend time with each employee to customize their options within the plan so that they can more fully utilize the retirement plan, and retire in style! All employees who participate in our program receive a free copy of our new book describing the program – 401K Tune-up.
For example, here are three Questions we start each cases with:
1.What is your personal risk profile? Are you aggressive, conservative, in-between? Our personal risk profile will tell you about what kind of investor you are.
2.What is your personal risk profile? Are you aggressive, conservative, in-between? Our personal risk profile will tell you about what kind of investor you are.
3.What is your personal risk profile? Are you aggressive, conservative, in-between? Our personal risk profile will tell you about what kind of investor you are.
Case studies we would like to share with you
A Fortune 500 employee
This person works for a big firm with lots of choices in the plan. Too many, in fact, and the person was confused by choice.
An employee at a credit union
This person actually worked for a bank, and could not get any help with her investment choices and so had not looked at her plan in many years. The result was a plan ill-suited for someone less than 10 years from retirement.
An employee at a small business
This person worked for a small company with limited resources. The business owner encouraged the staff to get professional help with the management of their 401K plan assets. They even subsidized the cost.
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