Broker Check
Freedom of choice 403(B)

Freedom of choice 403(B)

August 30, 2023

Self-Directed Brokerage accounts offer greater diversification and the ability to work with a trusted advisor to manage your already establish retirement account. I really like this program because often times when clients talk with me about their employer sponsored plans, they have more questions than answers by no fault of their own they just don't have a trusted representative to talk with. This changes that!

Many employers such as the University of Rochester, RIT, Wegmans and many more offer this option. It allows participants to have access to stocks, bonds, mutual funds and ETF's.

Have you ever wanted more control, more access and have your 403(B)/401k/457 professionally managed that often times doesn't have an additional cost? This may be your answer. 

Contact us for more information on how you can get started.

Click the link to learn more!

Freedom of Choice