401k Navigator
The Murphy Financial Group would like to introduce a new concept designed to help users make informed decisions about their retirement savings. Simply link your statements to an Investor360° account and start receiving 401k guidance from financial professionals!
To get started, take the short questionnaire to assess your risk tolerance. This quiz takes into consideration your goals, timeline for retirement, and attitude toward risk. The results of the quiz give us a baseline on how to approach your risk threshold.
Once you complete the questionnaire, you will gain access to Investor360° with instructions on how to link your 401k statements. This free digital platform allows you to easily access your complete financial profile in one convenient location.
401k insights are provided as needed to help you assess your asset allocation and evaluate reallocations options based on your risk tolerance.