At Bailley Group Wealth Management, we have the ability to professionally manage your 401K 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 are able to allocate all or a portion of your 401K 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.
