Are you getting the most out of your 401K, 403B or 457?
Did you know that you could potentially work with your own advisor within your 401k?
Do you know if your 401(k) offers a Self Directed Brokerage Account option that allows you to do so?
With this option we can provide you access to 1000's of additional choices to help you diversify your portfolio. The good news is that the funds never leave your retirement plan and you're not locked in to those options for any period of time.
This pre-retirement solution provides you with active management, risk assessment and strategy developed specifically designed for your individual needs.
Our pre-retirement strategies provide:
- Active management from leading companies
- Risk assessment & alignment
- A wealth development strategy
Office: (980) 859-0022
Fax: (980) 237-6445
121 Greenwich Road
Suite 107
Charlotte, NC 28211
FINRA's BrokerCheck
Download our FREE mobile app to easily stay connected, access your accounts and much more. Text "bluewolfe" to 36260 or Scan the QR code. Call our office if you have any problems or questions.
Ensure the credibility of your financial professional by referring to FINRA's BrokerCheck for a thorough background check.
Investment Advisory Services are provided by Independent Advisor Representatives of Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Securities are offered by Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer and member of FINRA/SIPC. These services are available to residents of AL, FL, MO, NY, NC, SC, VA, and TN. Please note that Cambridge and Blue Wolfe Financial are separate entities.
This content is compiled from reliable sources, but it is important to note that it does not serve as tax or legal advice.
For personalized information pertaining to your unique circumstances, we recommend consulting legal or tax professionals.
Please find a copy of our Client Relationship Summary and Supplement and Form ADV 2A
here.