Chris graduated two years ago. This is the first time he has had the chance to use a retirement plan. He signed up after getting an e-mail and used the plan default investment option. But he’s curious if he can make any changes that could improve his returns and grow his money any faster.

He discovers Peter’s 401(k) review program online. After e-mailing back and forth he decides to have Peter look at his 401(k) and investment options. 

Chris is willing to take on a great deal of risk for the potential reward to be gained. Some of this is inspired by his conversation with Peter. 

Chris receives Peter’s recommendations by e-mail just two weeks after getting Peter all the info he requested. He goes online and makes the changes to his 401(k) right away. 

THESE ARE HYPOTHETICAL EXAMPLES AND ARE NOT REPRESENTATIVE OF ANY SPECIFIC SITUATION. YOUR RESULTS WILL VARY. 

Strategies mentioned may not be suitable for all investors, involve risk, and do not assure success or protects against loss.

THE OPINIONS VOICED IN THIS MATERIAL ARE FOR GENERAL INFORMATION ONLY AND ARE NOT INTENDED TO PROVIDE SPECIFIC ADVICE OR RECOMMENDATIONS FOR ANY INDIVIDUAL.