Who We Are:
Active401k® is the result of over 30 years of One-On-One personal financial planning and wealth management. Q3 Advisors, LLC was founded by a Certified Financial Planner (CFP) with more than 30 years of in the trenches experience operating an RIA as an independent advisor. Today, our team of professionals is focused on helping even more people get the help they need by providing advisors with the technology to offer even greater value.
Active401k for the Social(k) Investor.
Less than 7% of investors make any intra-year changes to their 401k account. This fact coupled with the fact that 90% of returns over time are a direct result of their asset allocation leaves much to be desired when it comes to growing your 401k account.
That’s where we come in; we’ve developed an easy solution to help guide you in making the correct asset allocation within your account. We make it easy and simple too!
Active401k for the Social(K) Plan Sponsor.
You already have or are about to make one of the best decisions to provide your employees with a retirement plan and help them prepare for their retirement. Retirement plans no doubt increase your opportunities to attract the right team members and retain the ones you have.
We can help you make that decision even better!
We have a solution to help reduce the confusion most plan participants have with making their allocation decisions among the investment choices within their retirement plan
Does the lack of personal and direct individual investment advice have your participants lost and confused?
Do you find yourself with a line of employees at your office door asking, “What do I invest in?”
How much should I save and invest?
With our Solution, we want to help remove you from the position of having to try and answer or deflect those questions. In addition to the possible compliance issues raised by you answering those types of questions, being able to provide those answers requires an understanding of each and every employee’s goals, objectives, individual tolerance for risk and the ever-changing market conditions.
Active401k for the Social(k) Advisor.
The statistics are overwhelming how few of the tens of millions of defined contribution plan participants make changes in their investments for risk or market conditions. Often it’s because they don’t have someone to help them and there hasn’t been a time and operationally efficient means for advisors to continually monitor and connect with those assets.
10X growth in AUM! After 25 years of traditional marketing approaches our founder experienced this kind of growth in just six years. Helping more people more efficiently with one of the most ignored aspects of a prospect or client relationship.
Years of significant investment and platform development resulted in an innovative technology approach. This technology now provides an efficient means to that missing piece, of a well-rounded approach to client support, acquisition and retention. Undecided prospects moved into new client status more simply, the footprint with existing clients was expanded, 2nd generation relationships became part of the puzzle and low-risk referral generation was enhanced.
Having proven first-hand the success of this platform, our purpose is helping advisors across the country provide clients the valuable customized guidance they want and need. We assist advisors in growing their businesses, helping turn prospects into clients and creating a pipeline of new relationships.
Ready to see how Social(k) can kickstart your investment? Get Started