Learn to "Take Control of Your 401K Investments"


Employers that want to give their employees more than just investment education; we can set this strategy up for your entire company.


Employees want to know more than just investment education; we can set this strategy up for you, individually.

Do you want to make it easy and just have a conversation?

Learn about...
  • What's a 401K plan

  • Future Contributions & Current Dollars

    Yes, they should be invested differently.

  • Dealing with market volatility

    That's why you will be making adjustments "monthly".

  • Putting it together - Taking Control !!!

    I'll teach you how, it's really that easy.

  • Target Date Funds???

    Big institutions do it but I do not. Read why.

Now with our NEW software you can learn to trade your 401K or 403B account monthly or we can still assist you with trading. It's all in our guide, "Take Control of Your 401K".

The SEC & Department of Labor made it incredibly difficult for a non-plan advisors to provide investment advice to participants. Most 401K-403B plans only give investment education. However, with this NEW software, I am excited to be able to provide "monthly" 401K investment advise and be compliant.

Thank You & Congratulations

Glad to see you took action on behalf of your finances !!!

We will add you to our subscription list and provide you with strategic & educational financial content.

If you have any questions please feel free to contact us.

Ken Gibbons, CPA & CPFA