This workbook will help you answer these 3 questions:
- Am I paying too much in fees?
You'll get a comprehensive idea of your retirement savings and the fees you’re paying as they are today.
- Is my 401(k) performance lagging?
You'll find out how your retirement savings accounts are performing.
- Are my assets as diversified as I would like?
Self-direction promotes diversification and you don't have to be restricted to preselected funds in your 401(k).
Years in Business
Assets Under Custody