Skip to main content
401k advice

401k Advice

Wondering if your 401k is being actively managed & protected in a bear market? Discover personalized advice & proactive risk management with our 401k Advisory Service.

At Minich MacGregor Wealth Management, we provide 401k advice tailored to your specific financial situation, coupled with an appropriate growth strategy and a proactive risk management process. We can work with any participant, with any plan (401k, 403b, 457, etc.), at any employer.

Explore Your 401k Insights

Real 401k Advice Tailored for You

Do you know…

  • What the best asset allocation for your 401k account is right now?

  • Whether you should be in defensive or growth mode right now?

  • Which funds in each asset class are currently performing better in your plan?

  • How the fund options in your 401k account relate to your retirement assets outside of the plan?

Do you wonder…

  • Am I receiving personalized advice from my 401k provider?

  • Is my 401k being actively and proactively managed?

  • Is it enough to protect my nest egg in the event of a bear market?

  • Can I protect my hard-earned savings while ensuring the growth needed to achieve my retirement goals?

The answer is our 401k Advisory Service. Talk to an advisor today to take control of your financial future and make the most of your plan.
Click Here

Empowering Your 401k Decisions

Unlock the Potential of Your 401k

We provide personalized 401k advice tailored to your specific financial situation. This is coupled with an appropriate growth strategy and a proactive risk management process. Our services extend to all participants, regardless of the plan type or employer. We’re here to help you make the most of your 401k, 403b, 457, TIAA CREF, or Federal Thrift Savings Plan.

Download Our Free Report

Ready to make the most of your 401(k)?

Explore five effective strategies to optimize your 401(k) plan. 

Take your first steps to getting the most out of your retirement savings today for a financially secure tomorrow.

GET ANSWERS

Your Financial Advisors

Jim Minich 401k Advice

James Minich

RIA Principal,
Portfolio Manager

Read Bio
Jason MacGregor 401k Advice

Jason MacGregor

RIA Principal,
Portfolio Manager

Read Bio

Cory Laird

CERTIFIED FINANCIAL PLANNERTM,
Financial Advisor
Read Bio

Mark Landau

Financial
Advisor

Read Bio
Andrew Pallas CFP

Andrew Pallas

CERTIFIED FINANCIAL PLANNERTM,
Financial Advisor
Read Bio

Related Topics

Retirement Planning

Our retirement planning services are designed to help you navigate the path to a secure and fulfilling retirement, ensuring you can enjoy the lifestyle you envision.

Learn More

Portfolio Management

We proactively manage portfolios, making decisions by assessing risk tolerance, performance, investment mix, market sectors, asset allocation, and client goals.

Learn More

Financial Planning

We take a holistic approach to financial planning that takes into account your stage of life, your goals and how one financial decision can impact the next decision.

Learn More