401k Investment Allocation Consultation Start Price - Current Price - Time Left - Bid Count 0 Buy It Now Price - Reserve Price - Start Time Saturday, November 08, 2008 End Time Monday, December 08, 2008 Location Kansas City, Missouri See more about '401k Investment Allocation Consultation ' Description Hi, thank you for considering my listing to help you plan your investment allocation into your 401k plan.  For many investors, 401k plans are typically things that must be allocated by you, the investor.  Some 401k plans offer planning arrangements for allocations based on a quarterly, semi-annual, or annual fee schedule.  The thing is that you will typically pay much more for a plan through these fees, than you otherwise would if you asked a competent financial professional with the correct tools to handle your allocation for you. What I am selling is the allocation for your 401k Plan based on your needs and circumstances.  The process is very simple, and I'll need only a few things from you to create the Efficient Allocation for your 401k investments:   1.  An image in word of the investment options in your 401k plan.  This can typically be copied and pasted into a word or notepad document for me to examine so that I can see what investment options are available in your current plan. 2.  Your current allocation so that I can describe how you're currently allocated, and how that compares to the Efficient Market Frontier. 3.  I have a Risk Tolerance Questionnaire that is required of you to fill out for me to determine how conservative or aggressive you are as an investor. Not all plans are the same, and the allocation is custom tailored to your specific needs, based on the above criteria. $150 is an incredible price for such an allocation.  Because it is a 401k plan, only you can change the current allocations of your plan. Investments involve the risk of loss, and careful consideration to my presentation should be given in regard to your circumstances. What many financial professionals cannot do for their clients is properly allocate their clients investments because they lack the software tools to conduct a thorough Risk:Reward Analysis.  The software I will be using is State of the Art and will take your current allocations, and compare them to the allocation that I have built for you based on answers to the Risk Tolerance Questionnaire.  The pictures are a sampling of what will appear in my final proposal to you.  I am only selling advice, and it is up to you to implement the investment options I present to you.  Most 401k plans can easily be changed through transfers, and changing the purchase allocation options.  The great thing about it is that you will be well served by a Fee-Based Series 65 Registered Investment Advisor Representative that will take care of the hard part: deciding your 401k Plan's Investment Allocation. Ultimately, once I have received your answers to the Questionnaire and I have a clear document of what your investment options are in your current plan, it should only take me between 1-2 business days to have your allocation out to you. Remember, being diversified is not the same as being efficiently allocated.  But if you are efficiently allocated, you are also diversified.  If you do not know if you are Efficiently Allocated then chances are that you are not. Efficient allocation involves the assessment of the Risk and Reward Tradeoff of the Efficient Market Frontier.  The object is to get as close to the Efficient Frontier as possible so that you will be getting the highest return for your level of risk tolerance.  You can only build an efficient portfolio with the use of the programs that I utilize in my daily business, and should you have any questions, please do not hesitate to send me an E-mail. Thank you for your consideration. Place a Bid!