Broker Check

Portfolio Reviews

Ensuring Your Retirement Plan is Up-to-Date

It’s not uncommon for a company to implement a retirement plan and let it gather dust over the years without analyzing or updating it. The problem with a set-and-forget method is that you may not be taking advantage of the greatest opportunities available.

At Masters Consulting Group, we believe portfolios should be reviewed every few years. Most of the time, a portfolio can benefit from an adjustment, whether it’s updating or changing the plan altogether.

By evaluating a company’s retirement plan, we can determine if there are any areas for improvement and make recommendations as needed. By acting as a third-party, we offer an objective review.