The Investors Edge

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Making Your 401(k) or Retirement Plan Investment Selections Can be the Most Important Decision of your Financial Life!

Do You Feel Comfortable Making that Decision?

As people think about their retirement years, they want to ensure they will have enough money to maintain a comfortable and happy quality of life. Investors Edge, which is an interactive web program offered by Financial Action, Inc., helps ensure clients reach that goal. With Investors Edge, our advisors will assist clients in the fund selection process and offer non-biased advice on how to effectively and efficiently choose an investment allocation, for their 401(k) or other qualified retirement plan. This allows clients to make more educated and informed decision about their investment choices in their retirement plan.

This assistance has proven to be of such value that employers have begun to offer Financial Action’s services as part of their employee benefits package. With the recent passing of the Pension Protection Act, which went into legislation in August, employers may provide investment advisory services to their employees which waves liability to the company for investment advice given.

Ways that Investors Edge Works with Employers -

• Investors Edge services may be provided as employer sponsored benefit!
• The employer pays a fixed annual fee based on the number of employees in the retirement plan. Costs of the plan are just a fraction of the cost of the individual plan
• Investors Edge services may also be offered to employees of companies at discounted rates!
• The employee pays for the service through a discounted rate, which is offered to all employees of that specific company.

Included with all options, employees receive -

• Initial Consultation and Analysis of Current Fund Allocation
• Fund Recommendations Based on Individual Situations
• Unlimited Access to Investors Edge Website and Advisors
• Quarterly Reviews of Recommendations
• Quarterly and As-Needed reminders to employees to update their recommendations
• Investors Edge Quarterly Newsletter and Online Seminars.

A New Era For Financial Assistance

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In August, the US Government passed new pension legislation urging employers to offer investment advisory services to their employees. Financial Action Inc. offers a solution to this with the development of their 401(k) and retirement plan assistance programs which allow plan participants to distinguish which funds are most suitable for their individual situation while also assisting the employer in complying with any changes in law.

Financial Action, Inc (FAI), a full service financial planning and registered investment advisory firm was created in September 2004. FAI is a financial coaching and life planning company that is comprised of top financial professionals with 30 plus years of experience. FAI has developed a product that offers full service financial planning and investment advice to clients via the Internet, with constant telephone access to financial professionals. This in turn allows the customer to address their financial concerns, educate themselves and work through them with a professional when it is convenient for them and in the comfort of their own home, or office.

Financial coaching is more than telling people where to invest. With the cost of living skyrocketing, families need to find a way for the dollar to stretch even further. "Take Financial Action" helps you with spending and investment strategies to meet your current needs, to solve your financial problems, and to free up your money for your future dreams; all in an environment that you are comfortable with. FAI’s service is built around giving solid non-bias advice tailored to your situation. Yes, no commissions!

FAI provides a barrage of financial calculators, personal one-on-one financial counseling as well as planning services in the areas of Retirement Planning, Insurance Planning, Budgeting, Mortgage and Home Loan Advice, Saving for College, and much more. Why should only the extremely wealthy have access to information that leads them to a healthy financial life?

FAI is has recently developed another interactive program that targets 401(k) s and other qualified retirement plans. “Investors Edge”, which made its debut in early October, focuses on retirement plan assistance and education. It allows the client to log onto the site and have full access to investment advisors that will assist them to effectively and efficiently choose a fund selection and fund allocation that is correct for their individual situation.

As a veteran financial professional and also a CERTIFIED FINANCIAL PLANNER PROFESSIONAL™, Shane Squibb knows the importance of developing meaningful lasting relationships with clients. “The overall response that Financial Action has received is incredible,” says Squibb. “And what we wanted to do was give clients the flexibility and security to address and educate their financial situation where they are comfortable. No stress of driving to appointments, no strangers coming to your house just you and the comfort of your own home and what it boils down to is that we are doing business the way that our clients want to do business,” Squibb said. Financial Action Inc. and Investors Edge has a current client block consisting of the individual experienced investor, the individual novice investor, as well as companies that offer it as a new benefit to their employees. Visit Financial Action http://www.takefinancialaction.com/ to learn more.