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Retirement plan & held away account advice

As a client of Cairn Financial Group, we want you to feel empowered in choosing the right investment options for your employer sponsored retirement plans and other held away accounts. Choosing the right investments for your personal wealth success goals can be overwhelming.  We understand this frustration, which is why we offer ongoing, professional advice for your investment options in these accounts.

Here’s how we do it:

  1. We analyze the available investment options within your held away accounts (typical held away accounts include HSA, 529, and employer sponsored retirement plans, such as 401(k), 403(b), etc.).

  2. We apply Cairn Financial Group's unique investment model specific to your risk tolerance

  3. You receive quarterly advice on how to update your investment choices.