We can help manage your 401(k) assets by helping you choose the best funds for your overall portfolio, analyze deferral strategies and re-balance when needed. With our client portal you can see all your accounts in one place, including 401(k) assets. Our software aggregates your 401(k) accounts with your other investment accounts allowing you to analyze performance, holdings, and transactions all in one place.
Whether you are retiring or switching employers we can help you decide the best strategy for rolling over your old 401(k) assets. When you rollover your 401(k) you have the ability to select from a wider range of investments than most employer-sponsored plans offer, while keeping your retirement savings tax-advantaged. Just like your 401(k), 403(b), or other retirement plan, an IRA offers important tax benefits.
What Value Does Phillip James Financial Add?
Hands-off investment management
Complete portfolio coordination
Consolidate and organize accounts