401(k) Self-Directed Brokerage

At Forest Financial Planning Group, LLC, we may have the ability to professionally manage your 401(k) while you’re still at your employer.

By utilizing the “Self-Directed Brokerage” option within your plan, your assets remain at your current custodian (Fidelity or Vanguard, for example), yet you can allocate all or a portion of your 401(k) managed outside of the limited options your plan offers. Not all plans have this option, but we can let you know and help you add it, if available.