Absolutely! The goal is making sure your investments outside of 401(k)s are working together for your situation and goals. Origin Financial Professionals can review all of your investment accounts, not just employer-sponsored plans, to provide comprehensive portfolio guidance.
When you link external investment accounts like IRAs, brokerages, trusts, and more, your planner will gain a complete view of your holdings across the board.
During your planning sessions, they can provide advice on:
- Optimizing asset allocation across all your accounts
- Ensuring proper diversification and risk management
- Identifying concentration risks or overlap
- Suggesting accounts to prioritize for savings
- Tax optimization strategies
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