401(k) and 403(b) Guidance
You may have more flexibility in your 401(k) or 403(b) than you think
Recent updates may allow you to work with a personal advisor—while keeping your existing plan. I’m now an approved option if you want more hands-on guidance.
If your plan is eligible, I'd be glad to discuss options to help manage your 401(k), 403(b) and other finances.
Currently, I'm able to work with any participants of the USC Retirement Savings Program for the University of Southern California.
Please don't hesitate to give me a call if you'd like to see how I can help you!