Thanks for your interest in our free personalized 401(k) advice. We¹re here to offer you an unbiased perspective - from evaluating your investment options to assessing risk and helping you select suitable funds for your situation. Better yet, we’ll make it easy by working the way you want to work. Just let us know how you want to move forward:
Online Form
– Simply complete a brief risk assessment form and an H&R Block financial advisor from our Select Client Group will contact you to discuss options specific to your situation.
Phone Call
– Just let us know how to get in touch with you and an H&R Block financial advisor from our Select Client Group will call you to learn more about your situation and develop a plan tailored to your needs.