401k Plans

We have served as investment consultant to many of our 401k plan clients for over fifteen years.  Some of our services to these clients include:

  • helping select investment options to include in the plan.
  • monitoring selected investment options.
  • creating model portfolios from the selected investment options and managing those models.
  • meeting with the client (or 401k committee) regularly.
  • educating plan participants about financial concepts.
  • helping participants select investments appropriate for their personal goals.
Advisory services through EFP Advisors Inc., an SEC Registered Investment Advisor