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401(k)

Plan Confidence

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401(k) Plan Confidence

Have you ever wished there was someone to help you decide exactly what funds to invest in through your 401(k) or Company retirement plan? And when to make important changes?

Well, look no further than our team of experts who provide professional investment advice on your 401(k) or company retirement plan through our 401(k) Plan Confidence Program.

This is what you get:

  • Establishing a diversified asset allocation based on your risk tolerance and investment time horizon.
  • Assessing current market & economic conditions to determine what funds to invest in, how much to contribute to each fund, and when to reallocate funds (ALERTS sent to you on URGENT CHANGES).
  • Communicating investment advice via e-mails on a monthly basis with semi-annual conference calls.

And the best part is you keep all the money there at the 401(k) or company retirement plan – nothing transfers over to our firm.

We provide all investment advice based on the fund selections you have available within your company plan.

The 401(k) Plan Confidence Program is a consulting service we provide in which a monthly investment advisory fee of $20 will be charged, payable via credit card. If for any reason, you wish to terminate the consulting service agreement there are NO termination fees, surrender fees, or exiting fees whatsoever. You are not locked into any long-term contracts or obligations. Would you like to check it out? Click here for a FREE tour.

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Investment advisory services offered by C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors ("PCA" or the "Prosperity Capital Advisors"). PCA has been registered as an investment adviser with the United States Securities and Exchange Commission (SEC) since 2011. The information contained herein is for informational purposes only and is not intended, and shall not constitute, a solicitation or offering of securities in any jurisdiction or any of the investments mentioned therein. Reddark Technologies, Inc is not an affiliate of Prosperity Capital Advisors.
For more information about Prosperity Capital Advisors, contact the firm or refer to the Investment Adviser Public Disclosure website (www.adviserinfo.sec.gov) to obtain a copy of Form ADV Part 2. The information contained herein has been obtained from sources believed to be reliable but the accuracy of the information cannot be guaranteed.
To view Prosperity Capital Advisors privacy policy and other important information, visit the "Customers" section of www.prosperitycapitaladvisors.com/privacy-policy