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401(k) Pre-Retirement Solutions

Rely on our deep understanding of the pensions and benefits of Laboratory, state and federal employees to provide you with sound advice appropriate for your individual situation.

Whether you are just starting out or nearing retirement, many employee participants of 401(k), 403(b), and 457 plans now have access to a brokerage window opportunity and unique investment management strategies. Self-Directed Brokerage Account management allows Alpine Financial Partners to offer possibilities for better management, diversification, and allocation than would otherwise be possible in the basic core account. Through The Pacific Financial Group we have extensive relationships that allow access to nearly all retirement platforms and an array of institutional asset managers.