United Airlines 401k PCRA Management at Schwab

To chat with Vital Investment Management about your United Airlines 401k please call 970-776-3316, text 970-284-8555, or email us at info@VIMadvisor.com

STEPS TO HAVE YOUR UNITED AIRLIES 401K PCRA ACCOUNT PROFESSIONALLY MANAGED: 

1.  SCHEDULE A FREE CONSULTATION WITH VITAL INVESTMENT MANAGEMENT

Please scroll down to the scheduling tool on this page and chose a date and time to discuss your desires and questions with Dave Eads, CFP®. We can meet in-person at our firm’s office, or virtually via web conference on Zoom. We will answer any questions you have and present you with our firm’s approach to managing PCRA accounts at Charles Schwab.

 

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

If you decide to have Vital Investment Management manage your United Airlies 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. We will also have you complete a financial planning data gathering sheet so we can build the framework of your personalized financial plan. We will then create your financial plan and meet with you to discuss your goals and present the initial plan. Your financial plan will be updated ongoing 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.