LOCKHEED MARTIN EMPLOYEES AND VOYA PLAN PARTICIPANTS
WE PROVIDE TAILORED INVESTMENT MANAGEMENT AND FINANCIAL PLANNING SERVICES
We save you money!
We select lower cost ETF’s and funds that provide the same stock market exposure.
We actively manage your Investment Portfolio
When was the last time someone from Voya called you? We log into our clients accounts everyday.
We know the rules to your Retirement Plan
We can implement strategies that maximize your 401k savings and increase retirement savings while giving you investment flexibility.
We don’t park your money in passive funds and collect management fees. We choose stocks and create individually tailored portfolios.
WE CREATE TAILORED PORTFOLIOS FOR OUR LMCO VOYA PARTICIPANTS
We understand the investment selections you are restricted to in your Voya administered 401k plan. There are ways to select individual stocks and ETF’s to create a better portfolio than the Voya funds you are forced to invest in.
Lower Expense Ratio
There are ETF’s and funds that charge less to invest in than the investment selection offered to you in your Voya administered 401k. They provide the same market exposure.
Depending on your plan, you are allowed to make two retirement distributions a year and directly rollover into a Traditional IRA.
More Investment Options
Voya allows you to open a Self Directed Brokerage Account that allows you to purchase lower cost ETF’s and commission free products.
When electing to direct rollover to an outside IRA, you can invest in Index and Equity Options.