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We are interested in helping you build your retirement account balances and establishing a longer term relationship.
We have been managing 401k, DC, MP3, IRA, and retirement accounts for Delta employees for 19 years since 1991. We manage over $400 million and 85% of our clients are both active and retired Delta employees. If you would like more information and help managing your retirement account/s, please contact us toll-free at (888) 413-9080 or in Atlanta at (770) 977-2434.
Our strategy emphasizes well-diversified portfolios and a low cost structure. A proven path to a successful investment experience is rooted in smart asset allocation and low fees. Our newsletter is intended to be an informative and valuable source of professional guidance – designed to help both existing and new clients — navigate the landscape of dollars and sense in your daily lives.
NO FEE until 2011 -- for the 401K and DC Plan Management
Mike Stark’s team at American Financial Advisors, LLC (AFA LLC) have not charged a 401K management fee for any active Delta employee since the bankruptcy in September 2005. How can we do this? With $400+ million under management the normal fees we receive from our Schwab and TD Ameritrade clients have allowed us to manage hundreds of 401k/DC Plans for active Delta employees -- at no charge.
Now we are offering a new program to the entire company at a cost of only $100 annually beginning in 2011 for each 401k or DC account we manage. Why offer this value to Delta employees? We are interested in the long-term relationship we develop with Delta employees who will retain our firm to manage their retirement assets and other accounts. Goodwill = good business. It is a win/win for both sides - where trust, integrity, and value are the hallmarks of the relationship with our clients.
WHAT STEPS DO I TAKE NEXT?
1. Please call us at (888) 413-9080 toll-free or (770) 977-2434 in Atlanta. We will answer your questions and any concerns.
2. We will mail our 401k package to new clients that includes the paperwork to open your BrokerageLink ®(BL) account/s at Fidelity and our IAA (Investment Advisory Agreement). Our existing clients have already received their packages.
3. Your 401k and DC Plan assets will remain at Fidelity as the custodian.
4. Your existing portfolio will be directed to nine funds we have selected from the list of 27 new choices. We will then move those funds to cash in a Fidelity MoneyMarket account. Lastly, we will move the cash to your BrokerageLink® account and invest your dollars into our new ETF portfolios.
5. If you are currently with another advisor or service and want to switch to our portfolio, Discontinue/Cancel your current investment service. Change your PIN.
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Disclosures
The information contained herein is not intended to be an offer or solicitation for the sale of any financial product or service or a recommendation or determination by American Financial Advisors, LLC that any investment strategy is suitable for a specific investor. Investment products discussed herein are not insured by the FDIC or any other governmental agency, and are subject to risks, including a possible loss of the principal amount invested.
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