401(k) Investors

Hauser’s hourly consulting service is designed to help individuals get the most out of their 401(k) accounts. The service takes an individual approach to help employees make adjustments to the mix of investments within their 401(k) plan based on their age, long-term goals and expectations and risk factors.

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, Hauser’s service will offer a customized recommendation to clients on how to invest within these plans, so their portfolio is aligned with an appropriate asset allocation model.

“We all have unique circumstances so our mission is to help people understand how their circumstances should be factored into the asset allocation within their 401(k) accounts,” notes Michael Hauser, CPA/Personal Financial Specialist, 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.” 

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.