5 mistakes to avoid with
We’ve created a simple 3-page guide that reveals the 5 most common 401(k) mistakes we see, and what you can do to fix them. Don’t let life get in the way of your retirement planning. This report takes just 5 minutes to read, and it’s packed with life-changing insights.
THIS GUIDE IS FOR YOU IF:
401(k) Best Practices
Keep your company 401(k) plan up-to-date, compliant and running well with these best practices for making the most out of your business 401(k) plan.
How much could you have in retirement?
Explore how you can impact your retirement income mix.
Take your first step. Confidently.
Helping you navigate most important moments with confidence.
Q. Is this report 100% free?
Yes! I’ll send the report directly to your inbox. There is no cost or obligation. It is my gift to you.
Q. Are you going to call me and try to sell me something?
No, definitely not! I will follow up with a couple of emails to ensure you got the report, and I’ll give you some additional information, but I won’t be interrupting your dinner with a phone call.
Q. Is it going to cost me a lot of money to fix these "mistakes"?
No, these mistakes are easy to fix, and the solutions don’t cost anything. Even if you decide to get some help from a professional, I’ll show you how to do it for less than the cost of a daily black coffee.
Q. I don't have a lot saved for retirement, or I'm just getting started with 401(k). Can this information still help me?
Yes, absolutely! No matter where you are in your retirement planning journey, the insights in this report can help you.
“Retirement is a once in a lifetime event.
You better get it right.”
Robert Shiller – Global Economist,
2013 Nobel laureate in economics, professor of economics at Yale University,
and co-creator of the Case-Shiller Index of US house prices.
I’ve been in the financial services industry for more than 25 years, and I’ve been a long-time advocate for the individual investor.
My mission is to disrupt this industry. Not everyone realizes this, but traditional brokerages are all about earning commissions. Financial advisors are not working for you; they’re working for their employer. Their goal is to make money for their company, not for you.
Because of this, individuals planning and saving for retirement have been led down the wrong path. It’s my job to correct those mistakes and help you secure your future.
Wait, Back Up. A Fiduciary What?
A fiduciary is someone who is required to act in your best interest and disclose any potential conflicts. Fiduciaries are required to act in good faith from both a legal and ethical perspective.
So, what does that mean?
In simple terms, it means that I’m not trying to earn money for a company or myself. My priority is to earn money for you! No conflicts of interest, no high fees, and no complicated reports that require a degree in finance to understand.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Projections are based on assumptions that may not come to pass.
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. “Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC registered Adviser”