Switched Jobs And Not Sure What To Do With Your Old 401k? Contact Us For FREE Review
Personal
Investment Managment
We provide to our clients, professional investment management advice that is tailored to meet your personal and unique situation. We do not believe in "cookie cutter" or "model" portfolios.
Financial Planning
Financial planning is not a one-time, one size fits all event. It necessitates an ongoing, long-term working relationship.
We are a fee-only financial planner and trusted “fiduciary” to our clients. We are not stock brokers or commissioned salespeople.
Personalized Advice For your 401(k)
Invest Smart USA, Inc., recently launched a service to provide personalized investment advice for employees work sponsored retirement plans (401k, 403b, TSP,etc).
Using the available investment options within the employees plan, this service offers advice on exactly how to allocate money in their plan. The advice is custom tailored to their risk profile.
Business
Setting up a new 401(k) Plan?
As a small business leader/owner, you have many tasks calling for your attention, and with multiple roles, you are a busy individual. Finding the time to establish and monitor an investment plan can be a challenge.
If you are seeking an employer sponsored retirement plan service, contact Invest Smart USA today for a free consultation, and learn how we can help you build a secure future for your business team.
Have an existing 401(k) Plan?
Contact Invest Smart USA today for a free consultation and learn how our retirement consulting can improve your plan, reduce your liability and lower your costs. Click here to contact us for a free 401(k) price comparison.