The coordination and optimal usage of employee benefits can significantly impact your current and future financial position. Are you effectively managing your investments and benefits to maximize their value?

MullinTBG Advisors' Investment Consulting Service is designed to provide objective, professional advice and recommendations tailored to your wealth accumulation benefit plans (401(k), Deferred Compensation, etc.) while integrating your other current investment accounts to enhance proper asset allocation.

Service features include:

• Assistance with executive benefit plan choices including:
  
  - Deferral and distribution elections
  - Fund selections
  - Beneficiary designations

• Objective, low-cost, individualized portfolio review by experienced investment professionals
• Money manager and mutual fund due diligence*
• Asset allocation modeling*
• Institutional or deeply discounted rates for mutual funds and money managers, where available
• Ongoing advice to meet your objectives as they evolve over time

Enhancing your benefit and investment strategy with help from a professional investment consulting service is simple, and fees are competitively structured. MullinTBG Advisors' depth and breadth of resources and expertise can give you a distinct advantage in supporting your overall financial well-being, and help you achieve your wealth accumulation and retirement security goals.

* Performed by independent research firm.