Welcome to My 401(k) Guide, your home for practical workplace retirement investment advice.
Most of the 60 million Americans who utilize their employer investment plans to save for their retirements do not receive professional investment advice until after they stop working or until late in their careers. We believe most people would benefit from partnering with an advisor long before that.
To that end, we have built a service to help investors in Southeastern WI have affordable access to practical and affordable investment advice for their employer retirement plan. We call it My 401(k) Guide.
My 401(k) Guide is a service of Client First Investment Management, Inc. a fee based Registered Investment Advisor based in West Bend Wisconsin. Client First realized most investors lack the tools, time, resources, and expertise to avoid making major mistakes in how they manage their employer retirement plan account. My 401(k) Guide combines today’s technology, a cutting edge investment strategy, and a local Certified Financial Planner to help you affordably manage your workplace retirement account.
Understanding employee workplace retirement programs and investment plans can be a confusing and frustrating experience. Most employers will present the information and try to educate their employees about investment options, but this often leads to more confusion and worry. While this information can be useful, it isn’t personalized to who you are and your unique situation. What employees really need is sound professional retirement investment advice from people who really care. My 401(k) Guide offers knowledgeable and effective solutions to fit your individual retirement needs.
My 401(k) Guide is here to provide personalized workplace Wisconsin retirement investment advice for our clients. Our advice centers on providing useful and important investment information for your 401(k), 403(b), 457(b) Deferred Compensation, SIMPLE IRA or other workplace retirement plan. We aren’t here to sell you investment products or force you into investment plans you don’t want or understand. Our commitment to establishing excellent customer relations while providing targeted investment advice makes My 401(k) Guide an effective tool designed to help you achieve financial success.
We provide advice, you make changes based on what you personally desire and need. Our 401(k) Wisconsin experts are here to help you in every step of the process to eliminate stress and make efficient changes to your retirement investment.
Let the professionals investment advisors at My 401(k) Guide show you the path to a comfortable and worry free retirement.Our experienced staff is knowledgeable in all retirement situations from 401(k) adjustment and beyond. Our Wisconsin investment advisors work with your personal situation to find individualized solutions for a financially comfortable retirement.