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CCWM 401K Allocations


An employer-sponsored 401k plan is the main retirement planning vehicle for the majority of Americans. If you are a current participant in 401k or other employer sponsored retirement plan, it is an important piece of your retirement planning. Do you feel that your “nest egg” is properly managed for the risk of todays markets? Are you comfortable that your money will be there for you when you are ready to retire? Do you feel that your financial advisor is looking after you or your retirement plan now? Do you see your financial advisor on a regular basis?
Plan Sponsors, do you feel the fees your are paying in your plan are reasonable? Do you feel your advisor is properly helping you make sure your fiduciary duties are covered? Is your financial advisor a 3(21) and a co-fiduciary on the plan with you? Does your advisor give you and your employees the investment and planning advice they truly need or is your financial advisor just explaining what the options are? Do you see your financial advisor on a regular basis?

If you answered no to any of those questions. Client Centric is here to help. We can help you actively manage the investment options in your 401k or other tax-advantaged retirement accounts like a 403b, 457, IRA or Roth IRA based on your needs and today’s risk environment. On our team we have Chartered Retirement Plan Specialists, Accredited Investment Fiduciaries®, and CERTIFIED FINANCIAL PLANNERTM practitioners.

Ready to learn what makes us different and see how we can help your current plan? Please contact us at 866-378-4470 or 210-807-7599 locally in San Antonio and Eric Zeitler will meet with you and discuss next steps.