1790 Yardley-Langhorne Road, Suite 202
1 -Source: 2015 401(k) Participant Survey conducted by Schwab Retirement Plan Services, Inc. Respondents participated in the study between May 26 and June 3, 2015. 2 -Source: According to the study of 14 large retirement plans with more than 723,000 individual participants and over 55 billion in assets, by Aon Hewitt, a consulting firm, and Financial Engines, an investment advisory firm, between 2006-2012. Published May 20143 -Source: The value of managed account advice, Vanguard research, August 2015
Investing in any securities involves a risk of loss. This piece was prepared by the Pacific Financial Group Inc. Investment Advisor Representatives (IARs) using this brochure are registered and offer securities and advisory services through their respectiveBroker/Dealers and/or Investment Advisory firms.
Working with an investment advisor may accrue additional or higher fees, however performance is always stated net of all costs and fees. Other planning services offered through your investment advisor (such as college planning or financial planning) may also be available and may have an additional cost. Your funds are always invested in 100 percent liquid vehicles however purchases and sales may require a settlement period of 1 to 3 days.