For years, financial organizations believed (and still do) that they must solely possess all your financial
assets in order to improve and ‘deepen’ their relationship with investors. With over 20 years in the
financial services industry, I learned that being all things to everyone is not always possible or prudent
for most investors. At The 401k Dr I specialize in Retirement Planning and Investment Management.
So why 'The 401k Dr'?
We trust our health (and lives) to our health care providers. Our financial health is no less important and
demands the same kind of trust and care. Trust, this five letter word is the cornerstone of why I created
The 401k Dr. As an Independent Licensed Investment Advisor I work only for my clients. This means I
have built my financial practice so my only compensation is from my clients. I do not receive any
commissions or compensation from any Insurance or Investment company to recommend their
products. This independence means there is no conflict of interest. You can rest assured that my
recommendations and treatment plans have your best interest in mind, period.
Treatment Recommendations you can Trust
Making the right choices in your retirement savings plan can be confusing, yet they are critical to
achieving your goal. Today's economy and markets are more complex than ever before. The internet
provides vast amounts of information to help the average investor. That's part of the problem, how do
you sort through it and understand it? Years of experience are needed to diagnose and prescribe
proven investment management strategies in today’s complex markets and economy.
That’s where, I can help. Over the past 20 years, I have developed a Simple Systematic Approach that
works with ANY investor. Whether you are just getting started or approaching retirement I have a
strategy that works. My goal is to help all my patient/clients understand and unlock their retirement
savings potential!
What sets The 401k Dr apart:
★ Unbiased diagnosis and treatment advice, using third party resources like Morningstar®
★ Retirement Plan Rx (RPRx)
★ Ongoing Financial Checkups (OFC)
★ Long Lasting Relationships
Unbiased diagnosis and treatment advise; as an independent advisor you can be sure that I am
prescribing what is best for you. I use independent third party resources like Morningstar®,
Lipper/Reuters®, Schaeffer’s Investment Research® to create and optimize your unique retirement
plan.
Retirement Plan Rx (RPRx); to achieve the desired results from any retirement scenario there must be
a thorough diagnosis of your unique situation and retirement plan(s) characteristics. This is why I
include my Financial History Evaluation. Think of this like filling out a medical history before visiting your
doctor. This process allows me to tailor the RPRx specifically to your target goal(s) and risk level(s).
Ongoing Financial Checkups (OFC); every six months from your start date we will meet to review, update
and ‘fine tune’ your RPRx. My systematic approach to your RPRx and OFC gives you the peace of mind
and the necessary tools to be able to understand and enjoy saving for your Retirement!
Don’t worry, like your dentist we will schedule your next appointment and send you a reminder! Think of
this as routine preventative financial medicine.
Long Lasting Relationship; I develop a strong partnership with you and your family to ensure a complete
understanding of your unique retirement scenario. Like your family doctor, earning and keeping your
Trust will forge a Long Lasting Relationship.
Your Retirement Plan Rx is as little as $365 a year. A dollar a day for the peace of mind that your
retirement plans are in good health. (see fee schedule for more details and alternatives)
Less than a Latte!
If you're like me I savor that first cup of coffee each day. The rich aroma and warm cup in your hands.
No matter how busy your day, this moment is for you. You take that first sip and feel the warmth
completely fill you. For less than your daily coffee or latte, you can add to that special moment....peace of
mind, that one day, you'll be sipping your coffee in the bliss of retirement.
Let's get started, click here.
assets in order to improve and ‘deepen’ their relationship with investors. With over 20 years in the
financial services industry, I learned that being all things to everyone is not always possible or prudent
for most investors. At The 401k Dr I specialize in Retirement Planning and Investment Management.
So why 'The 401k Dr'?
We trust our health (and lives) to our health care providers. Our financial health is no less important and
demands the same kind of trust and care. Trust, this five letter word is the cornerstone of why I created
The 401k Dr. As an Independent Licensed Investment Advisor I work only for my clients. This means I
have built my financial practice so my only compensation is from my clients. I do not receive any
commissions or compensation from any Insurance or Investment company to recommend their
products. This independence means there is no conflict of interest. You can rest assured that my
recommendations and treatment plans have your best interest in mind, period.
Treatment Recommendations you can Trust
Making the right choices in your retirement savings plan can be confusing, yet they are critical to
achieving your goal. Today's economy and markets are more complex than ever before. The internet
provides vast amounts of information to help the average investor. That's part of the problem, how do
you sort through it and understand it? Years of experience are needed to diagnose and prescribe
proven investment management strategies in today’s complex markets and economy.
That’s where, I can help. Over the past 20 years, I have developed a Simple Systematic Approach that
works with ANY investor. Whether you are just getting started or approaching retirement I have a
strategy that works. My goal is to help all my patient/clients understand and unlock their retirement
savings potential!
What sets The 401k Dr apart:
★ Unbiased diagnosis and treatment advice, using third party resources like Morningstar®
★ Retirement Plan Rx (RPRx)
★ Ongoing Financial Checkups (OFC)
★ Long Lasting Relationships
Unbiased diagnosis and treatment advise; as an independent advisor you can be sure that I am
prescribing what is best for you. I use independent third party resources like Morningstar®,
Lipper/Reuters®, Schaeffer’s Investment Research® to create and optimize your unique retirement
plan.
Retirement Plan Rx (RPRx); to achieve the desired results from any retirement scenario there must be
a thorough diagnosis of your unique situation and retirement plan(s) characteristics. This is why I
include my Financial History Evaluation. Think of this like filling out a medical history before visiting your
doctor. This process allows me to tailor the RPRx specifically to your target goal(s) and risk level(s).
Ongoing Financial Checkups (OFC); every six months from your start date we will meet to review, update
and ‘fine tune’ your RPRx. My systematic approach to your RPRx and OFC gives you the peace of mind
and the necessary tools to be able to understand and enjoy saving for your Retirement!
Don’t worry, like your dentist we will schedule your next appointment and send you a reminder! Think of
this as routine preventative financial medicine.
Long Lasting Relationship; I develop a strong partnership with you and your family to ensure a complete
understanding of your unique retirement scenario. Like your family doctor, earning and keeping your
Trust will forge a Long Lasting Relationship.
Your Retirement Plan Rx is as little as $365 a year. A dollar a day for the peace of mind that your
retirement plans are in good health. (see fee schedule for more details and alternatives)
Less than a Latte!
If you're like me I savor that first cup of coffee each day. The rich aroma and warm cup in your hands.
No matter how busy your day, this moment is for you. You take that first sip and feel the warmth
completely fill you. For less than your daily coffee or latte, you can add to that special moment....peace of
mind, that one day, you'll be sipping your coffee in the bliss of retirement.
Let's get started, click here.
| Why The 401k Dr? |
 |  |  |  |  |  |  |
| The 401k Dr Martin S Schneider, RIA 5677 Water Spring Way Mason, Ohio 45040 877-401KDOC (5362) fax: 877-401-5362 martin@the401kdr.com www.the401kdr.com |
