Small Fees Add Up!

If you have $150,000 in your account and are adding $5,000 a year the difference between earning 5% and 6% is over $100,000 in twenty years!

Frame this difference in the context of your company's retirement plan and the difference might be measured in millions, not thousands!   

Crest Financial LLC:Your Guide through the Retirement Plan waters

My ETF 401(k) Begins with:


  • A Low Cost Diversified Menu of Investments
  • A Clear Explanation of What Your Plan is paying For
  • A Custom Package of Services Designed for Your Plan
  • An Experienced Professional there to help you and your team

Contact us today to find out how much you might begin saving!

Clear Fees. Clear Services.  Clearly Different.

This content has been developed by Crest Financial LLC and is believed to be accurate. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.

The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.The fiduciary standard of care applies only to advisory services. Crest Financial LLC and Osaic Wealth are unaffiliated.

PAi Inc., BlackRock Investment ManagementLLC, Crest Financial LLC and Securities America are separate entities.  This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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welcome to My ETF 401(k)!

Your company's retirement might be your most important employee benefit!

With people spending up to a third of their lives in retirement you need your retirement investments to last, but is there a hole in your plan slowly draining wealth from you and your employees?

Investment fees matter and this is why the Department of Labor required the disclosure of retirement plan fees beginning in 2012.  What are you really paying?  As important what services are you really getting for your money?

With My ETF 401(k) you may be able to pay dramatically less for your company's retirement plan.  Maybe more than 70%!  Not only can you save money, but you can design a service plan for your 401(k) and only pay for what your plan needs!

Clear Fees.  Clear Services.  Clearly Different.