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401(k) HELP

Navigating your 401(k) can be complex, but we’re here to simplify it. Our team provides personalized guidance to help you make the most of your retirement plan. From choosing the right investment options to understanding contribution limits and tax advantages, we ensure your 401(k) is aligned with your broader financial goals. Our goal is to help you build a secure retirement with confidenc

IS YOUR RETIREMENT
ON TRACK?

Pontera helps your advisor manage your retirement accounts as part of your personal financial plan.

Make the most out of your entire portfolio

With Pontera, your advisor can provide comprehensive, personalized asset allocation and tax strategies across your full financial picture

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Proactive Management

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Tax Efficiency

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Better Strategy

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Commitment to Client Protection

SHOULD YOUR ADVISOR MANAGE YOUR 401(K)?

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Personalized planning,
not one-size-fits-all

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Balance with all
of your assets

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Professional review of
performance & fees

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Comprehensive retirement
income planning

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Cohesive financial strategy,
pre-and post-retirement

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Minimized taxes
with asset location

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