RETIREMENT PLANING: POWERED BY AXXCESSLINK
Participants have access to easy to follow graphs and charts, removing the mystery and complexity of retirement planning. When you need help, AxxcessLINK provides participants with the ability to add their own Advisor, or work with our managed account solution, our use online interactive planning resources.
Create the retirement allocation that matches your investment goals and risk. Core menu funds including target date, index, and managed solutions are available. Add your Advisor to provide you guidance, or choose from managed solutions with third party investment managers. Link your retirement strategy and integrate your taxable accounts to see the whole picture
NO ASSET BASED FEES
With AxxcessLINK, your trusted wealth Advisor is able to proactively manage your 401(k) as part of your entire portfolio. AxxcessLINK charges no asset based fees for recordkeeping services. Instead, participants pay one flat fee regardless of their account size in the plan. AxxcessLINK includes self directed brokerage windows in all of our 401(k) plans. This allows additional choices for diversifying your existing portfolio.
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Balboa Wealth Partners
Newport Beach, CA Office
140 Newport Center Drive, Ste. 200
Newport Beach, CA 92660
Scottsdale, AZ Office
6263 N. Scottsdale Road, Ste. 265
Scottsdale, AZ 85250
Disclosures
Balboa Wealth Partners, LLC is an SEC-registered investment advisor. Advisory services are only offered to clients or prospective clients where Balboa Wealth Partners, and its representatives are properly licensed or exempt from licensure.