Current 401(k) Management

Managing Your current 401(k) Account

Are you currently taking advantage of your employer-sponsored plan? Do you want expert advice and recommendations on how to maximize your 401(k) potential? It is possible that your 401k is your largest savings account for retirement.  At Asset Strategies, our advisors can help you manage your employee-sponsored plan and make recommendations on which funds to choose.  Getting expert advice can make a big difference over time!

Schedule Your Free, No-Obligation Telephone Consultation

Schedule 10-15 minutes to learn a bit more about us here at Asset Strategies, understand our philosophy, and ask all of your financial questions. I hope that this introductory call will help you decide if we would be a good fit for you and your family.

Important Update: Your Account Access Has Transitioned

If you were previously logging in through Wealthscape Investor, you can now access your accounts through LPL Financial’s Account View.

(If you have accounts held directly with a mutual fund company, you may still access those accounts directly through the fund company’s website using your existing login credentials.)

If your account balance appears incorrect or if some information seems incomplete, please don’t be concerned – this can occur temporarily during the final stages of the conversion process. We’re actively working to complete the updates, and full accuracy will be restored soon.

We’ve sent detailed, step-by-step instructions to your email to help you navigate your new online account access.

As always, we’re here to help. If you have any questions or need assistance, please don’t hesitate to give us a call.

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