Independent Retirement Account Management Maximize Your Retirement Account Benefits We work within many retirement plans to provide the professional investment management resources and local planning support every plan participant needs to help protect their savings and maximize retirement account benefits.Participating Local Plans: California State Employees (CHP, CalTrans, etc.)Dignity HealthShasta Regional Medical Center (Prime Healthcare)PG&E How It Works Retirement plans typically provide a limited selection of investment options and cursory planning support. Plan participants most often lack the time, temperament, and training to effectively navigate the complexities of investment management and retirement planning. This most often results in underperformance and exposure to unnecessary risk. We seek to remedy this dilemma by providing select retirement plan participants with comprehensive local planning support and direct access to advanced investment management solutions within their existing retirement plans. This opportunity is facilitated through a plan's Self Directed Brokerage Account (SDBA). SDBA's are often built into retirement plans and allow the participant to retain professional portfolio management services from their own Registered Investment Advisor (fiduciary).By adding personalized professional investment management and local face-to-face planning support retirement plan participants may avoid expensive mistakes and maximize their retirement account benefits. Advantages Access to thousands of additional funds Customized investment strategies designed to meet personal needsProfessional services of an experienced Registered Investment Advisor bound to a fiduciary standard of careOpportunity to control risks and reduce expensive management mistakes Supplemental quarterly performance reports Complementary financial planning supportOur Services Include Assistance with portfolio design as well as strategist selection and monitoringComplementary local financial planning support Integration and coordination with your outside assets Monitoring of performance results to ensure compliance with prudent standards of care Compare Your OptionsContact us today to discuss how our Pre-Retirement Services can accentuate your opportunities and improve your probability of success.Call Lewis Chamberlain today at 530.243.9888Email firstname.lastname@example.org Book a complementary consultation to compare your options in greater detail Have a Question Name Email Address Phone Question Thank you! Oops!