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Lockheed Martin Employees


We are uniquely qualified to help Lockheed Martin Team Members with the management of their Fidelity 401(k) plan. Using our extensive financial background and personal knowledge of Lockheed Martin’s retirement plan, we are able to help defense contractor employees “Add Some Rocket Fuel to Their 401(k).”

We Use a proprietary quantitative investment indicator to Help determine when we should be in or out of the market. This non-emotional, mechanical, and repeatable system helps take the emotion and the guesswork out of investment decisions. we can help you fortify your investment strategies against volatility to ensure your retirement plan is working as hard as you are and can focus on what really matters. DEFENDING OUR NATION. 

Chart
<span>Your retirement account is likely one of your largest assets.</span>

Your retirement account is likely one of your largest assets.

Are you allowing it to adapt for optimum
results?


For most in the Defense Sector, the answer is absolutely not. Smart investment decisions within your retirement account are mission critical since the funds you accumulate over the coming years may need to support you through many years of retirement.

According to a recent study, investors who used some form of investment “help” achieved returns nearly 3% higher than those who did not receive help.

For a 45-year-old participant that seeks the help of a financial professional it could translate to 79% more wealth at age 65.3.

– FINANCIAL ENGINES & AON HEWITT

This hypothetical chart is for illustrative purposes only. It is not a prediction or guarantee of actual results, nor does it intend to represent the performance of any specific investment product. It does not reflect any charges, fees, taxes or other expenses which would cause actual performance to be lower. Past performance is no guarantee of future results.

We Can Help You Complete Your Retirement Mission

LOCKHEED MARTIN HAS ENHANCED YOUR EMPLOYER-SPONSORED QUALIFIED RETIREMENT PLAN TO INCLUDE ACCESS TO PROFESSIONAL MONEY MANAGEMENT THROUGH A SELF-DIRECTED BROKERAGE ACCOUNT OPTION WITHIN YOUR 401K. THIS ALSO DELIVERS THOUSANDS OF OTHER INVESTMENT MODEL OPTIONS FOR YOUR RETIREMENT ACCOUNTS.

Lastly, according to a Vanguard study of 40,000 participants, managed accounts have a notable effect on returns due to increased equity exposure and savings rates, as well as a reduction in portfolio risk levels and costs. Of the participants surveyed, it was reported that:

  • 60% increased their projected 10-year retirement wealth by an average of 30%.
  • 30% earned value through a reduction in portfolio risk.
  • 1/3 chose to increase their savings rate by an average of 3%.
  • 60% saw a reduction in average fund fees.
  • Expense ratios were reduced by an average of 0.06%.

Diverse Options and Prime Growth Potential.

This option gives you access to work with a financial advisor and access a much wider range of investment options, offering greater diversification opportunities and the potential for higher returns.

We want to provide you a very inexpensive but very valuable solution to help you change your investment future in your Lockheed Martin retirement account. Let us show you how we may help you earn an extra 1-3% per year.*

Our firm has assisted executives and engineers who have worked at Lockheed Martin for decades. Our experience working with people just like you means:

Professional 401(k) Management:
We can assist you in taking advantage of the two "secret weapons" that are available to you in your 401(k) plan. Schedule a Call or Check out our Lockheed Martin Retirement Guide to learn more!

Pension Maximization:
Take control of your pension and help make sure that you are going to be choosing the best payout option to assist with retirement income for you and make sure that this is income is protected for your family.

Employee Benefits:
Navigating your employee benefits can be confusing, but it doesn’t have to be! We can assist you with determining the right benefits for you during your enrollment period.

Retirement Planning:
Build a Retirement Plan specifically engineered to your goals and gain clarity, confidence, control, and contentment in your future. Learn more about our process here.

Schedule a Call:

*All investing involves risk including the potential for loss of principal. Diversification is an investment strategy that can help manage risk within a portfolio, but it does not guarantee profits or protect against loss in declining markets.