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.
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.
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.