Wiser Ubiquity 401k

The following portfolios are recommended allocations for the Wiser Wealth / Ubiquity 401k plan (typically for small business that we work with). We recommend that you call us prior to implementing an allocation to ensure that you are choosing the most suitable portfolio.

Select Your Allocation:

Aggressive

Moderate Aggressive

Moderate

Conservative

Very Conservative

Please call our office before implementing any of these allocations. You can either call us at 678-905-4450 or fill out this short form below.

Contact Us

 

 

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