Monitor or manage? Our plans give you choice.
Through our client portal, you can view the status of all your investment accounts. How you access and use that information is up to you. We have three service plan options:
- Retirement Max Expertise advisors at Investor’s Resource actively manage your 401K, trading on your behalf at any time to reflect your values, the rest of your investment accounts, and your financial goals according to a single plan. Retirement Max interacts with your 401K provider and relays any new investment changes and a full accounting of all fees and expenses charged for funds offered and/or other funds available.
- Retirement Guard For those who prefer to make their own changes, this plan provides a daily update of investment holdings, values, and quarterly recommendations.
- Retirement Watch All clients are entitled to this service free of charge. The client portal is updated daily with current values of all accounts and total net worth.