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. in Marietta, Georgia. We work directly with your employer to provide this service for you at no cost. If you have any questions or would like more extensive advice/financial planning, please contact our office at 678.905.4450 or Contact Us.

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  • Step 1: Select Your Company

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