At JC Financial Network we help clients review their portfolios, specifically management fees which can be higher than expected with some of the top firms. By looking at these costs clients may find areas to optimize to align with their financial goals.
For others an old 401(k) from a previous employer may not be performing as desired or may not have the flexibility for their current strategy. JC Financial Network can help review options, such as rolling over into an Individual Retirement Account (IRA) where more investment choices and a customized approach may be available.
How We Assist with Portfolio Management
- Fee Analysis: We provide a review of the fees in your current portfolio to help identify if lower-cost alternatives may be available.
- Investment Review: Our team evaluates your portfolio’s current performance to see how it aligns with your risk tolerance and long-term goals.
- 401(k) Rollover Guidance: For those with old 401(k)s, we help explore the potential advantages and options of rolling over to an IRA.
- Rebalancing and Adjustments: Portfolios often benefit from periodic rebalancing to keep them in line with changing markets and goals; we provide guidance on making these adjustments.
- Tax-Efficient Strategies: Our team can suggest strategies aimed at tax efficiency, helping you consider potential tax impacts while managing growth.
