a proven, disciplined investment approach
A unique approach to investment choices within your 401(k)
Do you know how your 401(k) is invested?
There are over 42 million Americans that are trying desperately to manage their main retirement savings on their own.
There are very few independent and unbiased stock market risk-management tools available that provide specific and timely investment advice on the plan menu options available to a retirement plan participant.
The problem now, and the problem for the last several stock market cycles, has been that none of the currently offered investment tools engage the retirement plan participant. None of these tools provide the on-going and dynamic information necessary to help retirement plan participants make the necessary investment management decisions.
That’s where Gaskin Wealth Management comes in!
Planning for Your Financial Future
Gaskin Wealth Management takes an active approach to your 401K. We believe there needs to be a change in behavior. Buy and Hold is by far the most popular investment management policy for retirement plan investors because it’s the easiest to do. The money in your retirement plan has to be monitored and adjusted in light of changes in the economy, interest rates and stock market evaluations. Just like other areas of your life, you have to change with the new realities of the stock and bond market.
Do you know how your 401K is invested?
401K providers are typically restricted from providing advice on participant accounts because they may be deemed a fiduciary; however, most retirement plans allow you to appoint an independent advisor.
We have a unique approach to managing investment choices within your 401K.
Our clients are invested in top-performing options within their 401K
It is almost impossible to find any company 401(K) plan that can tell you how much money it has cost you by owning the wrong investment option. This is what we call the opportunity cost. Our process greatly reduces this from occurring by allocating into the out-performing investment choices.
Continuously Monitoring Your Investments
We continuously monitor each client’s investments on a quarterly + one month basis throughout the year to re-align and affirm that they are invested in the top-performing options.
We also add an extra layer of protection that provides peace of mind for our clients, a safety trigger is built into the process to move a client’s investments to safety should a downturn in the market arise.
Gaskin Wealth Management can help you manage any retirement account including 401(k), 403(b), 457, SEP-IRAs and many more. We currently assist plan participants at NetGear, Kaiser Permanente, Stanford University, and Travelers Insurance.
Why hire professionals?
A complimentary consultation
Meet with Greg Gaskin
A complimentary consultation with Greg Gaskin will provide you a comparison of your 401k performance using our investment strategy. With the use of the right investment process or a relationship with an advisor who knows how to use it, any investor can protect and grow the value of their portfolio in any stock or bond market environment.