Investment Consulting & Advisory for Businesses

We understand how important the right investments are to 401(k) plans.

Managing assets within a 401(k) plan presents special challenges for individuals, who are often limited with respect to time available to manage their portfolios and to acquire an understanding of the daily movements of the financial markets. There may not be a wide selection of investment options. Trading restrictions may limit transaction frequency. Few opportunities exist to wrap accounts with professional management.

Parlan Financial works with investors to overcome those challenges. Through investment programs designed for the parameters of individual, company-sponsored 401(k) plans, Parlan Financial provides active investment management for 401(k) accounts.

Would you like to explore strategies like ours for your 401(k) participants? Schedule a 45-minute complimentary investment discussion today to discuss how our strategies may work for you.