EMPLOYER PLANS -
A COORDINATED APPROACH

Personal Investment Management's wealth management philosophy considers all your assets. Assets in company or agency plans, such as 401k's, 403B's and 457 plans are included. You can receive services that coordinate the allocation of these plans along with assets under direct management of the firm.

Our "Big Picture" approach is intended to make sure you do not unintentionally overweight an asset class and help you achieve a more secure retirement.     

• Juggling investments at multiple locations can be a daunting task
  
  
• Most plans have more than ten choices of index or actively managed funds available.
  
  
• More Investment Options = More Decisions

It is important to examine the components of the employer plan and compare them to your other investments in order to avoid duplication or overlap. PIM, Inc. clients are relieved to have us to do this difficult task for them. Contact Us for more information.

Let PIM assist you as you chart your course for a more secure retirement.