Do you have the time and ability to properly manage your 401(k)?
Managing your 401(k) can be a complicated and time consuming task. You must be able to investigate investment choices, allocate funds, monitor market conditions, and rebalance your account to keep up with changes in your life. With WiseWatch™, all of the hard work is done for you. RMS will rebalance and reallocate your 401(k) to fit your investment profile.
Your InvestWise Financial advisor will:
- Assess your individual risk tolerance and retirement goals
- Discuss appropriate contribution amounts
- Help you determine which investment model makes sense
- Make themselves available to discuss all of your investment planning needs and questions
- Provide you with a personalized financial plan
We understand that each person is unique and take pride in getting to know each and every one of our clients so we may provide the best service possible. When you sign up for the WiseWatch™ package you will be given unlimited access to your own personal advisor at InvestWise Financial and have the option of additional investment assistance on topics including:
- IRA's
- College Saving Options
- Retirement Income Choices
- Social Security Options
- And more, at no additional charge
WiseWatch is a program offered by InvestWise Financial, LLC. Retirement Management Systems (RMS) is a Registered Investment Adviser that will provide the active management services on your 401(k) account. InvestWise Financial, LLC will refer all such accounts to RMS. The representatives of InvestWise do not engage in 401(k) account management but will provide other financial planning services as a part of the program as investment advisor representatives of National Planning Corporation (NPC). Securities and advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. InvestWise Financial, LLC, RMS and NPC are separate and unrelated companies.
