Small Business Retirement

Eighty percent of investing success comes from having the proper fund allocation. As a fiduciary to your 401k plan, we have assembled model portfolios for your consideration. By working through our risk tolerance questionnaire and aligning your numerical result to the proper portfolio, you will have the correct 401k mutual fund mix for your plan. Follow the steps below to determine your optimal allocation.

This is a complimentary service provided by Wiser Wealth Management, Inc. If you have any questions, please contact us at 678.905.4450, ext 101.

Step 1 of 2

50%
  • Step 1: Select Your Company

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