We provide answers for the three toughest questions regarding your retirement plan:
- Which fund selections should I choose?
- How much should I invest in each fund?
- When should I be invested?
You may one of the millions of Americans who set aside a portion of their income into a 401(k) or similar plan, but are not sure if they have selected the best funds available. Or, you may be one of the millions of Americans whose 401(k) became a “201k” in 2008.
Whatever the reason you are here, we have good news for you! We use a disciplined and logical approach to managing money in 401(k)'s and similar plans. We believe it is the irrefutable law of supply and demand that ultimately determines the prices of stocks and mutual funds. We also believe that managing risk in your retirement assets is critical in establishing a retirement income plan.
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
505 E Palm Valley Blvd, Round Rock, Texas 78664, United States
Monday - Friday: 9am - 5pm
Capital 401(k) Advisory is a marketing service of Capital Retirement Planning, LLC (www.capitalretirementplan.com). Investment advice referred to in this website is provided solely by Capital Retirement Planning, LLC, www.CapitalRetirementPlanning.com.
Capital Retirement Planning, LLC is registered as an investment advisor in Texas and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Opinions expressed are solely those of Capital Retirement Planning, LLC and Danny Holder. Material presented is believed to be from reliable sources and we make no representations as to its accuracy or completeness. Links to other websites are provided for your convenience, but Capital Retirement Planning, LLC is not responsible for the content or accuracy of those websites. This web site presents general concepts that may or may not be appropriate for your circumstances, is for informational purposes only and is not an offer to buy or sell securities.
Tax or legal advice is not offered – please consult with a professional in these areas for final advice or recommendations. Follow-up and individualized responses to persons that involve the rendering of personalized investment advice for compensation, as the case may be, will not be made absent compliance with investment adviser and investment adviser representative registration requirements. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including investment and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this letter will be profitable or equal to corresponding indicated performance levels. No client or prospective client should assume that any information presented and/or made available on this website as the receipt of, or a substitute for, personalized individual advice from the adviser or any investment professional. No graph, chart, formula, or other device discussed on this website can, in and of itself, be used to determine which securities to buy or sell, or when to buy or sell securities, or assist persons in making those decisions.