401(k) WealthEngine Services and Fees
Services
- An initial phone consultation to select the funds in your 401(k) which will be utilized in applying The 401(k) FormulaTM to your account.
- Subsequent phone consultations as needed.
- Monthly e-newsletter reporting on investment status of The 401(k) FormulaTM and important investment concepts.
- Periodic email alerts before and after investment changes.
- Special "White Paper" reports focusing on retirement investing issues sent via email.
- Annual checkups, initiated by us, to see how you're doing.
Fees
$35 per month, charged to your credit card on a revolving basis.
Refund Policy
If you are not satisfied with our services, cancellation requests must be made in writing to us via email or regular mail. The last monthly billing amount will be refunded and your account will be cancelled.
Please email your cancellation request to:
| Or mail to: |
Alpha Investment Management
2245 Gilbert Avenue, Suite 100
Cincinnati, OH 45206 |
Please include your name, address and phone number.
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