401(k) Retirement Planning
Your workplace 401(k) retirement account will play a critical role in your overall retirement strategy. Do you have the right financial plan working on your behalf to create your dream retirement?
CNBC reported on findings that place 401(k) account balances at all-time highs, with some even joining the much-desired “two comma club” of millionaires. Average 401(k) balances jumped 24% from the previous year to $129,300.
Also on the rise were overall contributions, with 12% increasing their contributions since last year and 37% of employers placing new employees into workplace plans. The study discovered a record 412,000 401(k) plans with million-dollar balances; overall Individual Retirement Account (IRA) millionaires reached 342,000, another record. (CNBC.com, August 19, 2021)
What does this mean for your overall retirement strategy? Crown Haven Wealth Advisors has the answers with our registered financial planning tool, RetireSHIELD®.
RetireSHIELD® optimizes your portfolio to match your risk capacity, time horizon, income requirements, cash flow needs, growth objectives, and legacy desires.
- Target Your Financial Goals & Objectives For The Portfolio
- Build Your Custom Plan using our Registered RetireSHIELD® Process
- Replace Inefficient Securities with Optimal Securities
- Replace Inefficient Insured Accounts with Optimal Insured Accounts
- Add select securities or insured accounts to optimize portfolio diversification
This process covers your 401k, IRAs, other investment accounts, tax planning, estate planning, and more. If you there pieces missing, we create them together.
Your time and energy are valuable, but a comprehensive plan requires that someone manage it. Instead of a never-ending list of professionals, Crown Haven brings all the various areas of your wealth together,
Schedule an appointment now online or fill out the form below to have one of our team members reach out to you. We look forward to the opportunity to your meet and exceed your financial planning and retirement goals.