My 401k guide works as a step by step process to maximize your monthly investment towards future retirement.
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West Bend Retirement Planning Advice

Dependable 401(k) Management Services

It’s important to start your retirement planning sooner rather than later so you’re financially secure for the future. My 401(k) Guide provides an exceptional 401(k) planning program for Wisconsin retirement planning. Many people may put off on doing so because they don’t have the time or don’t feel they require financial planning services yet. Our 401(k) advisors help you every step of the way so you don’t feel overwhelmed.

My 401(k) Guide has experienced retirement planning advisors to evaluate your financial stability and give you educated recommendations on investment opportunities. My 401(k) Guide’s retirement planning specialists closely monitor financial markets to properly advise clients. We will let you know when to relocate your funds or switch strategies based on your situation. Count on our Wisconsin 401(k) management services for the best retirement planning advice.

Step by Step Retirement Planning Process

We provide a four step detailed process on successful retirement planning. One of our West Bend financial planners will meet with you to evaluate your investment experience and options in the initial stages. Once we analyze the current market and your plan choices, we’ll let you know which funds you should invest in.

Our financial analysts will continuously monitor the market and how it may affect your plan to keep you on the right track. We want only the best for you and will recommend changes based on the current economic conditions. Our planners are here for you through the entire process. We will conduct online one-on-one reviews every three months to make sure your 401(k) plan is working well and to address any questions or concerns you may have.

Understanding your retirement plan choices can be overwhelming. That’s why we have worked to make our process so simple.

View My 401(k) Guide's step by step retirement plan process and sample 401(k) advice program below.

Contact experienced West Bend 401(k) advisors today for the best retirement planning services.

SampleView Sample 401k Advice Program Here!

Past performance may not be indicative of future results. All investment strategies have the potential for profit or loss. There are no assurances that your 401K will match or outperform any particular benchmark.

  • During the sign-up process we will ask for some basic information to establish your account. We’ll also ask you to answer some questions about your investment experience and comfort zone.

  • If your company’s retirement plan is already in our system, then you’re all set! If not, don’t worry. We’ll just need you to email (info@clientfirstria.com) or fax (262-335-1713) us a copy of the fund choices offered in your plan.

  • Once we understand you and your plan choices, we will send you a notice of which funds are recommended based on your situation and market conditions.

  • We will continuously monitor your fund choices. When appropriate, we will send you a new allocation recommendation. Then, every three months, we will host an online one-on-one review to make sure your information is still accurate and to answer any questions you may have.

My 401(k) Guide is a service of Client First Investment Management, Inc. of West Bend Wisconsin. Client First Investment Management, Inc. is a Registered Investment Advisor.