Bridgewater, MA branch of NEXT Financial Group, Inc.

CONNECT

Address:

410 Laurel Street
Bridgewater, MA 02324

Phone:

508-279-8020

Fax/Other:

508-279-8014

401(k) Confidence Program

401(k) Confidence Program®

Have you ever wished you could have someone tell you exactly how your company's 401(k) plan works?  Or better yet, what funds you should be investing in?  Well, look no further than our team of experts who provide professional investment advice on your company's 401(k) plan through our proprietary 401(k) Confidence Program®.  Through this program we provide consulting services to advise you on:

  • Establishing a diviersified asset allocation based on your risk tolerance and investment time horizon.
  • Assessing current market & economic conditions to determine:
    • what funds to invest in
    • how much to contribute to each fund
    • and when to reallocate funds
  • Communicating investment advice via e-mails on a monthly basis with semi-annual conference calls.

And the best part is you keep all the money there at the 401(k) plan - nothing transfers over to our firm.  We provide all investment advice based on the fund selections you have available within your company's 401(k) plan.

The 401(k) Confidence Program® is a consulting service we provide in which an investment advisory fee will be charged.  You have the option of paying the fee in monthly, quarterly, or semi-annual installments.  If for any reason you wish to terminate the consulting service agreement, there are NO termination fees, surrender fees, or existing feees whatsoever.  You are not locked into any long-term contracts or obligations.  Remember, your funds stay at the 401(k) plan; you never roll over any of your 401(k) funds to an outside account for our firm to manage separately.

Take a Tour of 401(k) Confidence®

Want to take a tour of the 401(k) Confidence Program®?  Simply click on the link below to watch a video or log-in (mondeau as log-in and mondeau as password) and you'll see why so many employees have enrolled in this unique and valuable program.

http://www.planconfidence.com

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck