Manage your 401(k)

Managing your company-sponsored 401(k) account may be the last thing on which you want to spend your valuable personal time. After all, it takes time to monitor market conditions and investigate investment changes. And when your 401(k) account requires a reallocation or rebalancing, chances are life will interfere again and you may not reallocate in a timely fashion.

That’s where Savings Plan Management can help. Savings Plan Management provides professional management of your savings plan.

Save your quality time… by letting a professional manage your account for you.
Build your retirement portfolio… with a prudent asset allocation designed to achieve an appropriate level of return for the risk you are able to take.
Increase your investment knowledge… by working directly with a professional retirement advisor.

Here’s how Savings Plan Management works:

First you complete our Investor Profile questionnaire.
Next you’ll discuss the Investor Profile with your Retirement Advisor who also develops a solid understanding of your financial goals.
The Retirement Advisor assigns a saving plan portfolio designed to meet your financial goals while attempting to minimize the level of risk.
Scarborough implements the recommendation and reallocates the portfolio on your behalf.
There is no limit to the amount of time you may spend consulting with your Retirement Advisor.

Savings Plan Management was first offered by Scarborough Capital Management, Inc. in 1989. Scarborough Capital Management has demonstrated the value of the disciplined approach by managing the 401(k) accounts for thousands of participants at companies across the country.

The independence of Scarborough Capital Management helps to ensure that your portfolio is designed to provide an appropriate allocation to meet a person’s needs. Because we sell no proprietary products and are not the provider of your company’s 401(k) plan, you can be assured there is no conflict of interest.

Scarborough Capital Management assigns a Retirement Advisor as your personal savings plan portfolio manager. Not only does your Retirement Advisor personally become familiar with you, your Retirement Advisor also becomes familiar with your company 401(k) plan. To ensure a comprehensive understanding of you and your plan, we limit the number of clients and 401(k) plans assigned to each Retirement Advisor.

The cost for 12-months of Savings Plan Management is $365.00. That's a dollar a day to ease your mind about retirement. Sign-up today and your spouse can also sign-up for just $305.00 – that’s $60 off our regular rate!

Sign-Up Today! (Adobe Required)

Sign-Up Your Spouse Today! (Adobe Required)

View Part II of Our ADV (Adobe Required)

Scarborough Capital Management, Inc., Retirement Advisors are Registered Representatives of and offer securities products and services through Royal Alliance Associates, Inc., member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the United States. No offers may be made to or accepted from any resident outside of the United States.

Retirement Advisors are also separately registered as investment advisor representatives of Scarborough Capital Management, Inc., a registered investment adviser with the Securities and Exchange Commission. As such, these services are strictly intended for individuals residing in the states where we have notice filed: AL, AZ, AR, CA, CT, DE, FL, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MO, NE, NV, NH, NJ, NY, NC, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WV, WI. Click here for a copy of Scarborough Capital Management's Part II of New SGI ADV For 2008

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.