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Retirement Plans

Over the years, we have worked hard to find a 401(k) platform that would allow us to manage retirement accounts using the same INDEPENDENT, ACTIVE MANAGEMENT style with which we manage our individual accounts. In addition, we wanted one that did not force us to use mediocre proprietary funds. We were successful in finding just such a platform, and have been receiving very positive feedback from our 401(k) clients. With this platform, Bold Financial Group is able to provide:

  • Up to 1200 mutual fund options
  • No propietary fund requirements
  • An individual brokerage account option
  • A Third Party Money Manager (RIA) option
  • 24/7 account access via a state-of-the-art website

In addition, Bold Financial Group offers these value-added services to all plan participants at no extra charge:

  • Custom designed, actively managed portfolios based on individual risk tolerance
  • Free access to a Certified Financial Planning TM Professional
  • A quarterly newsletter
  • Regularly updated portfolio recommendations
  • Economic forecasting

We treat every retirement plan participant as if they were an individual client!