Understand 401(k) options
Changing jobs or a company merger may lead clients to reassess their 401Ks. While a change in positions can be an exciting new chapter, the unknowns may become a stressor for a client. Guidant may run various financial scenarios that may include one that involves leaving the new job within one month in order to offer a holistic financial view. We may also evaluate current long-term care insurance to shine a new light on options.
Many clients wish to achieve their goal of a sizeable 401K account and we offer customized strategies that seek to get them there.
No strategy assures success or protects against loss.