"Risk comes from not knowing what you're doing" - Warren Buffet
How employees can maximize their workplace retirement plan
Some employers have upgraded their retirement programs by integrating a brokerage window feature, which introduces the Self-Directed Brokerage Account (SDBA). This enhancement is designed to broaden the scope of investment choices and empower participants. The SDBA allows access to professional investment management and expands the investment options beyond traditional mutual funds, allowing for a tailored approach to retirement planning. This shift empowers participants with the tools they need to best manage their retirement investments with clarity and confidence.
The Design
Open and fund the existing SDBA option inside your 401k.
The Plan
We co-author a plan for your retirement to create clarity.
The Strategy
Tailor investment strategy to your retirement plan.
The Review
Actively manage your investments. Stay focused on your retirement.
We create and manage a customized investment strategy within your company plan, ensuring that your portfolio reflects your objectives and risk tolerance.
Ready to Take Control of Your Plan Investments?
If you believe you could benefit from working with us on your 401k, let’s review your company plan options.
RETHINKwealth currently serves as an unaffiliated solicitor for Howard Capital Management, Inc. (“HCM”), a registered investment advisor. RETHINKwealth will receive an ongoing referral fee from HCM for clients introduced to and engaged with HCM for investment advisory services. RETHINKwealth’s receipt of referral compensation creates a conflict of interest in recommending HCM for investment advisory services. A Self-Directed Brokerage Account is typically best suited for experienced investors who acknowledge and understand the risks associated with the wide range of investment choices available. Refer to the HCM written disclosure statement and privacy policy for complete information.