Let TLW help you with your 401(k)

 
 
 

Get personalized wealth management from your trusted advisor. TLW will manage your employer-sponsored accounts by monitoring and rebalancing them for you.

 
 
Chart of professionally managed 401(k) accounts versus self managed retirement accounts

Graph courtesy of Pontera. X-axis of 0-20 represents years of investment. Click on the graph for full disclosure.

 
 

Approach retirement with confidence

TLW will track current market conditions and rebalance your portfolio according to your risk profile.

Studies have shown that professionally managed accounts perform 3-4% higher per year, net of fees, than self-managed accounts. Over 20 years, that can equate to 75% additional growth. Please note, past performance is not a guarantee of future results.

Having TLW manage your 401(k) takes that burden off your plate. We can provide tailored financial guidance, and give you peace of mind that you’ll receive the advice and support needed to help you achieve long-term financial wellness.

Qualifications:

  • An employer-sponsored retirement plan such as 401(k), 403(b), 401(a), TSP, 529, and 457 plans.

  • Must have at least one taxable account with TLW.

  • Suggested account minimum $10,000.00.