Individual 401k | Brewer Investment Group

Individual 401k

A financial advisor can provide expert guidance on the investment options within your 401(k) plan. They can help you understand the risk and return characteristics of different assets and assist in building a diversified portfolio that aligns with your risk tolerance and investment goals.

Maximizing Employer Contribution

We can help ensure you're contributing enough to take full advantage of any employer match, which is essentially free money towards your retirement savings.

Tax Planning

We can assist with strategies to optimize your tax situation. This includes deciding between traditional and Roth 401(k) contributions and planning for tax-efficient withdrawals in retirement.

Monitoring and Rebalancing

Financial markets and your personal circumstances change over time. We can monitor your 401(k) and suggest adjustments as needed to keep your retirement plan on track.

Avoiding Common Pitfalls

People are sometimes either too conservative or too aggressive in their investment choices, not rebalancing, or making impulsive decisions based on market fluctuations. We can provide the discipline to avoid these pitfalls.

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Locations

2800 National Drive #102
Onalaska, WI 54650
(608) 781-9244

501 East Broadway / 6th Street
Winona, MN 55987
(507) 858-6720

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For a copy of JWCA’s Form CRS please visit: https://www.jw-cole.com/disclosures

For a copy of JWC’s Disclosure Supplement please visit: https://www.jw-cole.com/disclosures. By following the link, you consent to receipt of the Form CRS electronically

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Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC Advisory services offered through J.W. Cole Advisors, Inc. (JWCA) Non-Securities products and services are not offered through JWC/JWCA. Brewer Investment Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Brewer Investment Group are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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