Introducing the
Employer-Coordinated
Portfolio™



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Our Focus

Our Focus

Finally, someone looking at the big picture.

We look at ALL your accounts – those INSIDE your employer as well as OUTSIDE your employer.

We help get you organized and focus on what is IMPORTANT

Fee Savings

How much could I save?

We first look to your account inside your employer that has limited options. We select investment options for you with an eye on cost. Next we supplement where your employer account may be lacking with accounts outside your employer.

The result is a low cost Employer-Coordinated Portfolio™.

Next we look at TAXES

Fee Savings

Tax Savings

How much could I save?

Tax Savings

Do you invest in target date funds in your 401(k)? They are a tax DRAG. Target date funds blindly throw all your investments into the SAME account. Some of these investments are better placed in OTHER accounts. An investment strategy that smartly places investments in the accounts where they belong can improve your retirement outcome.

The result is a tax-efficient Employer-Coordinated Portfolio™.

See our SERVICES

Services

See our PRICING

Services

Pricing

ComposedPro

Advanced

0.25% – 0.50% of AUM

Select

All Services:

  • Investments
  • Contributions
  • New Accounts
  • Less Conflicted Rollovers
  • Financial Planning
  • CERTIFIED FINANCIAL PLANNER™
  • Everplans.com Subscription

Finally, an advisor looking at ALL of the pieces.

 
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This information is provided for discussion purposes only and should not be considered as investment advice.
There is no guarantee ComposedPro can or will reduce your fees or taxes.