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Be Smart |
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Your 401k could likely be the most important investment you will
ever make. In all likelihood, it will also be your most ignored.
Let's face it. The plans just aren't user friendly.
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How It Works |
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We strive to meet two main objectives:
- Provide you with information that can enhance the returns on your 401k
account
- Make that information clear and easy to implement.
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.: About Us :. |
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401k-PLUS is a service
of Guardian Planners, a California state Registered Investment
Advisor. Click here for the
ADV Part II disclosure for Guardian Planners.
The principal Investment Advisor Associate for Guardian planners
has been providing advice and assistance to individuals and
businesses since 1988. During that time, he has achieved
numerous awards, credentials and industry recognition for his
service.
The idea for 401k-PLUS came about for two specific reasons:
1. Almost everyone we speak to has a 401-k, and when they find
out what we do, they invariably tell us they don’t know what to
do with their 401-k. We help them, but there really wasn’t a way
to provide ongoing, timely service to these types of accounts.
2. Typically, the people who need our help most couldn’t afford
it. Because of the fees and expenses involved in managing
individual investment accounts, a great many people were denied
this important tool.
401k-PLUS is the answer to BOTH of these problems. By
subscribing to 401k-PLUS, you get professional, timely help, at
a price that is affordable to everyone!
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