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Address:

3344 Peachtree Rd, Ste 2600, Atlanta, GA 30326 Our Satellite Office in Buckhead - Mailing address: 7421 Douglas Blvd, Ste 251
Douglasville, GA 30135

Phone:

770.450.6090

Fax/Other:

1.877.545.3295

Are you making the right choices with the money in your 401k, 403b and or your 457 plan?

A study shows that more than 90% of your investment portfolio's growth will be attributed to asset allocation*

Investing in the right places of the financial markets matters! Personalization matters! Independent investment advice matters! Putting your best interest first as a fiduciary matters!

Less than 7% of 401k investors make changes to their investment allocation in any year.**

Why? Investing is confusing.  Many 401k investors don't have the time to keep up with the financial markets.  They simply don't don't know what to do.  Therefore, they do nothing.

The results are not surprising.  But now you have help!

** EBRI 401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2014 

Where does investment growth come from?

*Does Asset Allocation Policy Explain 40, 90 or 100 Percent of Performance Roger G. Ibbotson and Paul D Kaplan Financial Analysts Journal Jannuary/February 2000

   

Simplify your 401(k), 403b and 457 plan with our On-Plan Money Management Option™

A powerful choice is available in thousands of defined contribution plans that can introduce you to a world of investment opportunities.

Unlock the Power of Your Employers Retirement Account!

Once your retirement needs are assessed, your advisor then helps you select a path designed to assist you in achieving your short and long-term financial goals. Using the On-Plan Money Management option through (SDBA) means that your savings not only stays within your existing plan, but best of all, there are no up-front fees.

Benefits of Receiving Professional Management

Benefits of professional independent investment advice

Three Common Barriers to Higher Income at Retiremeent:

  • Most people don't have the time.  This is where we come in.  We monitor the markets for you.

  • Not everyone has knowledge about investing and the financial markets, and that's OK.  It's what we do.

  • Most people want some help but don't have a desire to become the financial expert.  We provide the guidance and advice you want and need.  And there are NO upfront or out of pocket cost to you at ALL! Plus your money stays within you plan.

You're Not Alone!

 

Professional Money Management

Incredibly, almost 90% of 401(k) participants [1] reallocate less than once a year. This can leave savers vulnerable to a constantly shifting economic landscape. With the help of your local advisor, our money managers adjust your defined contribution plan allocation to account for your specific risk tolerances, as well as changes in the market. This could help you achieve your goals and better prepare you for life after you retire.  

Local Trusted Advisor

Your dentist is local. So is your doctor. They’re familiar with your needs. That kind of peace-of-mind adds value to your life. Local advisors who offer On-Plan Money Management are knowledgeable about your employer’s retirement plan, and may provide holistic advice on all aspects of your financial life.

Simple. Easy. Done.

Because all your savings stays within your existing retirement plan, getting started using the On-Plan Money Management Option is easy. The money stays right where it is. You can continue to make contributions, or change your risk tolerance any time you like. And best of all, there are no up-front fees. Contact us today to get started.

On-Plan Money Management™ Complete To Learn More:
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[1] Source: ICI Survey of DC Plan Recordkeepers (2008-2011)

(1) According to Vanguard’s study based on their Alpha framework. Putting a value on your value: Quantifying Vanguard Advisor’s Alpha, Vanguard Research, 2014
(2) According to the study of eight large 401(k) plans with more than 425,000 participants and $25 billion in assets, by Aon Hewitt, a consulting firm, and Financial Engines, an investment advisory firm, between 2006-2010.
(3) Dalbar Study- Returns are for the period ending December 31,2014. Average equity investor and average bond investor performance results are calculated using data supplied by the Investment Company Institute. Investor returns are represented by the change in total mutual fund assets after excluding sales, redemptions and exchanges. This method of calculation captures realized and unrealized capital gains, dividends, interest, trading costs, sales charges, fees and any other costs.
(4) TPFG Equity and TPFG Balanced portfolios are net of management fees including the IAR fee of up to 1%. This is a time weighted return for the period of 01-01-1995 to 12-31-2014.
Returns quoted are net of management fees only and they do not reflect income taxes that the investor would have incurred. All performance results are based upon a composite of client portfolios that have
elected this investment strategy. This composite contains all accounts that have selected this strategy that meet the following requirements: all accounts must have been invested for at least a full month, and TPFG has full discretionary investment authority. All accounts that do not contain investment restrictions that significantly impair TPFG’s ability to manage the assets according to the applicable strategy, are considered discretionary. The composite process removes accounts under the composite minimums, accounts with pending or processed cash flows greater than10%of the beginning period market value, accounts that have been traded by the client during the month, accounts held at custodians that do not have an institutional trading platform to facilitate bulk trading, and accounts that do not pay a management fee. Actual returns for individual client accounts may vary and do not necessarily coincide exactly with the returns for the composite. 
Past performance is no guarantee of future returns. Investing in any security involves a risk of loss.