HowIsMyIRA.com

Where IRA & 401(k) investors find patient and caring, one-on-one investment guidance.

Your IRA or 401(k) may be one of your largest financial assets, and you’re responsible for managing it. Yet knowing how to invest it for growth, preservation, and income isn’t always clear.

At HowIsMyIRA.com, we help you build a personalized investment strategy aligned with your goals, risk tolerance, and time horizon so you can invest with greater clarity and confidence.

That’s why we provide:

  • Personalized guidance tailored to your situation
  • Transparent fees - know exactly what you pay
  • Proven strategies designed to support long-term retirement success

Call today to schedule your personal, no-obligation consultation: 267-465-7520

Joe Frederick
Joseph A. Frederick, AIF®
Retirement Plan Advisor
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What Are the Steps to Becoming a Client?

Our process is simple and designed to help you invest with confidence.

  1. Get Started – Select the ‘Let’s Begin’ tab above to securely submit a short form. If you would rather not submit the form, please feel free to contact us directly, we are happy to assist you!
  2. Complete Your Risk Profile – You will receive an email with a link to our Risk Profile Questionnaire to determine your Risk Score.
  3. Review & Discuss – Once we assess your Risk Score, we will reach out to explain what it means and discuss potential next steps.
  4. Portfolio Analysis – We will evaluate your current investment portfolio and compare its risk level to your Risk Score to identify any potential misalignment.
  5. Personalized Investment Proposal – Based on our analysis, we will create an Investment Proposal tailored to your needs, along with a suggested Model Portfolio that aligns with your risk tolerance. There is absolutely no obligation on your part to proceed.
  6. Seamless Onboarding – If you decide to move forward, we will guide you through the new account process to set up your IRA account, ensuring a smooth transition.

Contact Us Directly

What Model Portfolios Do You Use?

As advisors with LPL Financial, we provide access to top-tier institutional money managers, professionals who build portfolios for large institutions and endowment funds. Typically, individual investors need $1 million or more to access these strategies, but through us, you can invest with as little as $10,000 to $25,000, depending on the manager.

We leverage the Model Wealth Portfolio (MWP) platform at LPL Financial, giving you access to well-known investment managers you may recognize:

 

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For additional Questions and Answers, please see ‘Advisory Platforms’ tab

Our commitment to you is SERVICE…

Informative Monthly eNewsletter

  • Insights to enhance your financial literacy.

Comprehensive Account Review

  • Portfolio assessment
  • Risk score reassessment
  • Consideration of life-event adjustments

Educational Zoom Meetings

  • Designed to empower your understanding of asset accumulation and distribution strategies.
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