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General Finance – 403/Roth accounts

Q: I got a plan of suggested investments from Fidelity for my 403/Roth accounts. They seem to have high expense recommendations such as a MetLife Variable annuity and Blackrock funds. I know this is very broad but do you invest for your clients in lower expense vehicles?

 

A: Good morning! Yes, one of our primary focuses as a fee-only advisor is to align our interests with that of our clients in selecting the best low cost investment solutions in order to maximize your return.

 

We primarily use Exchange Traded Funds (ETFs) which, generally speaking, cost significantly less than mutual funds.

 

If you would like to explore this further, I’d be happy to meet with you for a free one-hour consultation.

 

Just call Barbara at 404-531-0018 to schedule an appointment.


 

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