Portfolio Managers • Advisers • Financial Planners

Phone:
972-437-8960
972-203-7439

 

 

 

 

 

 

 

 

Are you making the right choices with your 401k?

 

Many of our client's and friends have invested in their employer's 401(k) plan. In the past, it has been very difficult to provide timely information and suggestions for these types of accounts because each 401(k) plan is unique, as is each investor. A new personalized service, Active401(k):tm:, solves this problem. This new service helps meet a serious challenge for the average investor - how to make informed choices within the limits of their employer’s 401(k) plan.

Here’s how this new service works: Active401(k):tm: ranks your current 401(k) investment options within your employer’s specific plan, based on current trends and long term performance. Then it builds a portfolio that fits your personal risk tolerance selected from the plan's available options. Each quarter you’ll receive a suggested allocation, listing Active401(k):tm:'s recommended selections. All you do is log in to your retirement plan website to make the changes. It’s that simple. And, you always stay in control.

We offer Active401(k) subscriptions on a monthly, quarterly or annual basis.

If you chose to sign up use Promo Code:
TEA401KR

To learn more click on the button below:

 

 

If you'd like someone to call you, or if you'd like be notified of changes to Active401(k) please complete this form.

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TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-437-8960

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto. Registration does not imply a certain level of skill or training.