ContacT US

The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results.Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  

 

Brian Bucell and Tom McCann are Investment Advisor Representatives with Dynamic Wealth Advisors dba Crestview Capital Management.   All investment advisory services are offered through Dynamic Wealth Advisors. A copy of Dynamic Wealth Advisors’ ADV Part 2A Firm Brochure is available upon written request and can also be found on the Securities and Exchange Commission website at https://adviserinfo.sec.gov/IAPD by searching under crd #151367.  The insurance products offered by Tom McCann and Brian Bucell are separate outside business activities and are not offered through Dynamic Wealth Advisors.

© 2019 Crestview Capital Management, LLC.

29800 Agoura Road | Suite 102

Agoura Hills, CA 91301

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Brian Tel: 805-871-0040

Tom Tel: 805-871-0030

brian@crestviewcm.com

tom@crestviewcm.com

401K & 403(b) Solutions

Chances are the money you have saved in your employer’s retirement plan is one of the largest pieces of your financial picture. The rules within company retirement plans are complex, and the limited investment choices may leave you wondering what else is available to you. We are here to help you make sound investment decisions within your retirement plan.

If your employer offers what is called a ‘Brokerage Window’ or ‘Self-Directed Account’ through Charles Schwab, Fidelity, TD Ameritrade, Transamerica, Empower or Wells Fargo, we are uniquely positioned to provide you with professional management of the assets you have accumulated within your plan. More and more companies are offering employees the option to invest using a Brokerage Window or Self-Directed Account, and if your company offers you this option, you have the ability to personalize your long-term financial plan and investment strategy all directly within your plan.

What is the brokerage window or self-directed account and how does it work?

It is a subaccount that resides within your 401k or 403(b) and grants you access to more investment choices in addition to your preselected fund lineup. Depending upon what your retirement plan allows, you may be able to invest in a wide variety of mutual funds, ETFs, individual stocks and bonds. You will continue to be entitled to your company match, your assets never leave your corporate plan, and there are no tax consequences of utilizing this feature.

We are very familiar with many corporate retirement plans, the investment choices, and what types of investments are allowed to be utilized within the brokerage window/self-directed account.