NetJets 401k Professional Portfolio Management

WANT YOUR NETJETS 401K ACCOUNT PROFESSIONALLY MANAGED?

1.  SCHEDULE A FREE 15 MINUTE CONSULTATION

Please choose a date and time to discuss your NetJets 401k account with Dave Eads, CFP®. We can meet virtually via web conference on Zoom or in-person at our firm’s office. We will answer any questions you have about our services and discuss how we manage NetJets 401k Personal Choice Retirement Account (PCRA) accounts at Charles Schwab.

 

2.  COMPLETE PAPERWORK TO ALLOW VITAL INVESTMENT MANAGEMENT TO MANAGE YOUR NETJETS 401K PCRA ACCOUNT AND GATHER DATA TO CREATE YOUR TAILORED COMPREHENSIVE FINANCIAL PLAN

 

If you decide to have Vital Investment Management manage your NetJets 401k PCRA account, we will send you all of the necessary paperwork to allow our firm you manage your account based on the portfolio parameters we both agree to operate within. You’ll complete a data gathering sheet so we can build the framework of your personalized financial plan. We will create your financial plan and meet with you to discuss your goals. Your financial plan will be updated continually and we will modify it as your needs and goals evolve over time.

You’ll also receive an Investment Advisory Agreement that will layout your investment policy and the investment allocation ranges for each account you want to be managed. A copy of our firm’s Privacy Policy and ADV Part 2 will be provided to you as well.

Once the forms are signed (electronically or hard copy), we will submit them to Schwab and link your accounts’ portfolio management to Vital Investment Management.

*Disclaimer:  Vital Investment Management LLC and David Eads are not recommending to buy, sell, or hold any security without first engaging in a signed written Investment Advisory Agreement and disclosing all necessary documents to each respective client. Any recommendation to buy, sell, or hold any security is given only to existing clients based on their specific financial situation.