HUNTINGTON BEACH, Calif., June 2, 2014 /PRNewswire-iReach/ -- Individuals without the minimum account balance required to work with a financial advisor or who can't afford to pay high fees for basic retirement planning advice can now get professional, unbiased guidance and comprehensive, easy-to-use online investment tools at www.allovest.com for only $29.95 a year, an average monthly cost of less than one latte.
Maria Kutscher, a veteran financial services professional who has worked directly with some of the nation's largest 401(k) plans, created Allovest to provide an affordable online service that would help people set realistic retirement goals, and then receive professional and objective investment advice to reach those goals.
"With the average 401(k) participant's balance in the U.S. estimated at about $89,000, many Americans are finding it extremely hard to get professional and objective advice for their retirement plan," said Kutscher, Allovest's founder and CEO. "Our mission is to set a new standard of professionalism, education and convenience in the area of investing for retirement."
Kutscher has worked with individual investors for more than 20 years. She specializes in developing tools and educational content relating to goal-based asset allocation, building diversified portfolios, retirement readiness, and managing portfolio risk. She is a Chartered Financial Analyst® charterholder, a CERTIFIED FINANCIAL PLANNER™ practitioner, a Chartered Retirement Planning Counselor℠ and an Accredited Asset Management Specialist℠.
Drawing from her many years of experience in retirement planning, Kutscher developed the Allovest SmartFund Filter™, a comprehensive tool available to individual investors, employers and retirement plan consultants that screens more than 28,000 funds on such important features as fees and expenses, risk, performance, manager tenure, and overall diversification.
"Most people simply don't have the time, interest or knowledge to do the necessary research and analysis for their retirement plan," Kutscher said. "Allovest makes the process easy and affordable."
Allovest is an SEC-registered independent investment advisor.
For more information, please visit www.allovest.com.
About Allovest Advisory Services, LLC
Allovest provides easy, professional and affordable retirement advice aimed at helping individuals reach their retirement goals. Through its comprehensive, easy-to-use website, www.allovest.com, the company offers individual investors and employers access to professional tools to define individual retirement goals, calculate savings necessary to achieve those goals, establish an asset allocation plan, and then invest appropriately. For more information, please visit www.allovest.com
Media Contact: Ivy McLemore, Ivy McLemore & Associates, LLC, 800-663-7909, email@example.com
News distributed by PR Newswire iReach: https://ireach.prnewswire.com
- Professional Services
- Retirement Benefits
- retirement planning