Alpine Financial Partners (505) 500-8420 We all have different ideas about what a successful retirement looks like… and how much risk we’re willing to take in order to reach our financial goals. Let’s face it. Your company retirement plan may be your biggest investable asset. As market conditions and your personal circumstances change, you want a plan designed to minimize risk as much as possible… and also be ready to respond quickly to any market opportunities. At Alpine Financial Partners, we’d like to tell you about a way to tailor your company retirement plan to more closely address your individual investing needs. It’s called a Self-Directed Brokerage account and is offered by more than 40% of employers as part of their 401(K), 403(b) or 457 plans. This is not a rollover. It’s more like adding an addition to your home that is your 401(k). You allow us to create a “brokerage window” with our partner, The Pacific Financial Group, allowing a portion of your core reti...
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