Qualified Plans/401(k)

How adequately does your current 401(k) plan meet your needs? Have you sometimes wondered if there might be a better plan for you or your portfolio?

So, your company 401(k) plan is safe, secure and meets your company needs, right? Well, maybe. Yet you owe it to yourself to have an outside professional provide an incisive 'second opinion' concerning the one financial vehicle that could define you, your lifestyle and the lifestyle of your employees in retirement in the future. The law in this area is constantly changing. New and better plans are available today than there were just a couple short years ago.

At Peak Capital Investment Services, our considerable expertise is enhanced by the legendary resources of the nation's most powerful, independent broker-dealer, the Boston-based Linsco/Private Ledger. Together, we look at the big picture, the global scope of economies for both the long-term horizon and up to the minute investment opportunities.

Most important to you: know that we will never be 'vested' in a particular vendor's plan. We will always remain solely and objectively interested in you, your company and your 401(k) retirement portfolio. You should know that if you are in your peak earning years, or nearing retirement, we can make a major difference in your 401(k) right now.

The great visionary R. Buckminster Fuller once said, "The future is NOW." Lackluster 401(k) performance quickly equates to endangered retirement funds tomorrow. Please click here for more information.

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Houston:
10101 SW Freeway | Suite 400 | Houston, Texas 77074
Office: 713.219.1413 | 866.409.0885
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New Jersey:
160 Chubb Ave | Suite 104 | Lyndhurst, New Jersey 07071
Office: 201.355.1795 | 800.617.0431
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Securities offered through LPL Financial: Member FINRA/SIPC

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"Offering a retirement plan is a tremendous way to keep employees loyal and provide them and yourself, as the owner of a company, a great way to save for retirement years. What was once a fairly simple process now requires constant vigilance."