Thank you for your submission! We’re excited to help you get on the road to financial freedom.
What Comes Next?
Once the questionnaire has been completed, here are the following steps we’ll take to secure your retirement.
Check your email
You will receive a confirmation email. Once our analyst completes your gap analysis you will receive an email with your report.
Complete the 401karat Questionnaire
If you have not completed the 401karat Questionnaire for your Free Trial, you can go back to the main page and click FREE TRIAL. You will fill out a series of questions and submit your current 401k employer lineup in order to determine your optimal portfolio. Once this is completed, you will receive a fund allocation outline for you to make changes to your portfolio.
Subscribe to our Newsletter
If you are not yet subscribed, you can do so by going to the initial page and scrolling to the bottom of the page.