IS YOUR 401K AT RISK?

As you are probably aware, most 401k plans are self-directed. That means it is up to YOU to make the investment decisions. It’s your responsibility to manage your account, do the research, monitor the funds and deal with the emotions of making important buy and sell decisions. It’s a huge responsibility and one that doesn’t come easy for most people.

WHAT ARE THE RISKS?

Life and work are busy enough without having to worry about being an expert at managing your 401k. For many of our clients whose 401k’s we now manage, they had questions and a lack of confidence that motivated them to seek us out. Here are the questions and concerns we hear most often:

• Do I really have the time, knowledge and tools to properly manage my 401k investments?
• Is my strategy appropriate for my family or do I even have a strategy?
• Am I disciplined enough to use logic in my investment decisions or do I let emotion manage my decisions?
• Do I understand what investment styles or approaches best suit my goals and risk tolerance?
• How at risk is my 401k?
• Do I have confidence that I’m maximizing my 401k?

WHAT CAN YOU DO DIFFERENTLY?

At W.R. Taylor Wealth Management, we can HELP. We have the unique ability to manage your 401k account even though we may not be the 401k provider. In certain cases, W.R. Taylor may enter into an advisory agreement with an individual to manage their 401k account, even while they are still employed. The benefit to YOU is utilizing our investment management process – our 360° Investment Discipline.

HOW DO YOU GET STARTED?

STEP 1:
We look at your current 401k and investment choices that your plan offers.

STEP 2:
We will overlay our disciplined process and investment strategies using the funds available in your plan.

STEP 3:
You will clearly see how our process will help you stay on track. You will also see what a difference a disciplined approach can have on your results.

Call our office TODAY at (334)395-6000 or Contact Us soon for a free consultation.