Is your 401(K) through charles Schwab?

You’re in Luck!

If your 401(k) account is through Charles Schwab, you’re in luck!  Through the Personal Choice Retirement Account option, or “PCRA”, you have the ability to hire a select group of professional advisors to actively manage your 401(k) assets. 

When I say actively manage, I don’t mean “pick from your 15 mutual fund options.” If you use the PCRA we will use our full investment models inside of your 401(k) account using low-cost ETF options instead of bulky, expensive mutual funds. 

Because we also custody through Charles Schwab, we are able to do all of the trading without any of the funds leaving your 401(k) account!  If you’d like to learn more, and see if it’s the right option for you, call us at (913) 647-9555 or email us at JGreene@GlassLakes.com to set up a time to talk. We understand how stressful managing your life savings is while working a full-time job, and would love to help take that daily stress off your mind!