HAUSER GROUP WEALTH MANAGEMENT INTRODUCES NEW, PERSONALIZED CONSULTING SERVICES FOR 401(k) RETIREMENT PLANNING

 

ST. LOUIS, MO, (JULY 26, 2018) . . . Hauser Group Wealth Management, an investment portfolio management firm based in Des Peres, Mo., today announced the introduction of its hourly consulting services designed to help individuals make sure they are getting the most out of their employer-sponsored 401(k). The new service is specifically aimed at taking an individual approach to helping employees make any adjustments necessary to the mix of investments within their 401(k) plan based on their age, long-term goals and expectations and risk factors, while also providing insight into the important role of a 401(k) in retirement planning.

Having a customized retirement savings plan should be a priority for working adults, and careful planning will help individuals get closer to their goal of financial independence during their golden years. When it comes to employer-sponsored retirement plans, 401(k) plans rank among the most popular for those working to build their retirement savings and contributing the maximum to your 401(k) plan offers immediate benefits for investment opportunity. Because employer-sponsored plans may be generalized to meet the needs of many, the firm’s new consulting services will offer a customized recommendation to clients on how to invest within these plans, so their portfolio is properly aligned with an appropriate asset allocation model.

“Everyone has unique circumstances and our primary mission is to help clients understand how those circumstances should be factored into the asset allocation within their employer-sponsored 401(k) plan,” notes Mike Hauser, CPA/PFS, a 20+ year veteran in the financial services industry and principal of Hauser Group Wealth Management. “I look forward to working one-on-one with individuals who may be overwhelmed with the numerous choices, so we can jointly identify an appropriate asset allocation, analyze the composition and balance of their existing portfolio, and recommend any needed adjustments.”

Individuals interested in scheduling a time to review their employer-sponsored retirement plan can contact Mike Hauser at 314-822-0344 or email him at mike@hausergroupwm.com. To learn more about the new consulting services and for additional information on retirement planning, visit http://www.hausergroupwm.com.

About Hauser Group Wealth Management

Hauser Group Wealth Management offers a full spectrum of customized services, including financial planning services, investment management and retirement planning services.  Company principals are focused on helping affluent clients to develop, implement and maintain an investment strategy that fits their individual circumstances. The St. Louis County-based brokerage firm is aligned with LPL Financial, the largest independent broker/dealer in the United States. * 

*As reported in Financial Planning Magazine, 1996-2018, based on total revenue. 

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.

Asset allocation does not ensure a profit or protect against a loss.  No Strategy assures success or protects against loss.