401(k) Plans

For many individuals, their employer’s sponsored retirement plan represents their largest investment account. These plans include: 401(k), 403(b), Tax Sheltered Annuities, and SIMPLE plans. Many employees feel there is no one available to help them manage their account and make good investment decisions.401k retirement salem va

At Just Financial Planning, Inc., we assist our clients every step of the way, starting with the initial enrollment and determining what percent of salary to defer to maximize the employer’s match. We also assist with the selection of appropriate investment options, and continue to monitor the account on a regular basis, making recommendations as markets and objectives change. Should you move to another employer, we are here to help you make the transition.

At retirement, we help you determine whether to keep your funds at your employer’s plan or use a direct rollover to move the funds to a low cost provider such as Charles Schwab or Vanguard Funds. You get peace of mind knowing the best possible choices have been made to protect this important investment asset.

TALK TO WALT at 540-389-0300 or 800-664-1811. NO OBLIGATION PHONE CONSULTATION.