Find out if your 401k is invested correctly with 401kQuikSnap – Our simple and non-intrusive program.
Dorchester Advisors offers an independent evaluation of your 401k account so you have the peace of mind that you are investing your retirement funds correctly.
401KQuikSnap is a review of your 401K account. It is done by an experienced Advisor and it gives you an easy to understand report card of your 401K. Unlike a typical monthly account statement, our 401k Snapshot evaluates your investments in several categories which are generally considered to be important in assessing investments.
Interested to know if your 401k is invested correctly? Send us your: Name, Email address and the State you live in, at [email protected]
We will send you a getting started packet with more details. Our invitation is free from any cost or obligation.