401k Plan Review
Wealth Management
Utilizing your employer sponsored retirement plan is an easy way to start building a retirement nest egg. In most cases you have the ability to withhold money from each of your pay checks and have it deposited into your plan account. Once there, the burden of selecting individual investments is on you. Napoli Wealth Management can help with the responsibility and build an appropriate portfolio for your goals. With our software we can analyze each of the predetermined investments within the plan and help you tailor a portfolio that fits your needs while still adhering to the plans individual holdings.
Because many 401k plans have a severely limited number of investment choices, reviewing each of them doesn’t take an exorbitant amount of time, therefore we at Napoli Wealth Management do not charge for the 401k review service. Instead we provide it as an included service to our clients helping put them at ease with their retirement planning while simplifying their lives.