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Download Your Complimentary eBook: 
Your Retirement, Back on Course


Is it time to rethink your retirement plan? Tired of the limited investment choices your 401k, 403b, or 457 has to offer? You are not alone. And what about those target date funds which assume every investor has the same goals and objectives. Clearly, they are not for everyone!

Fortunately, many employers have adopted a new retirement plan concept called the Self-Directed Brokerage Account (SBDA), which may offer the personalization and support you may have been missing, including:

  • Actively managed investment portfolios1
  • Risk assessment and alignment with your goals
  • Wealth development strategy guided by a dedicated financial professional

Download your copy now and discover why many workers are choosing the new SBDA option as a tailored, more active approach to their retirement savings!

And do not hesitate to call us directly at 916-965-1879 if you would simply like to have a conversation and learn more about the SBDA.


1 Active portfolio management, including market timing, can subject longer term investors to potentially higher fees and can have a negative effect on the long-term performance due to the transaction costs of the short-term trading. In addition, there may be potential tax consequences from these strategies. Active portfolio management and market timing may be unsuitable for some investors depending on their specific investment objectives and financial position. Active portfolio management does not guarantee a profit or protect against a loss in a declining market.


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This eBook also provides helpful insight into:

  • How investor emotions often (negatively) impact investment returns
  • The value of professional advice and how notably it has the potential to increase returns
  • Why target date funds and static investment options may be holding you back