Specializing in retirement planning and personalized investment management.

Asset Allocations for 401(k) / 403(b) Plans

Blue Water supports the local charitable organization Meg's Smile Foundation.  For a $60 donation, we will design four asset allocations for your 401(k) or 403(b) retirement plan based on one of our own model investment portfolios. These four asset allocations will range from conservative to aggressive.  We only need a list of your investment options.  We do not need any of your personal information (your balances, current selections, etc.).

Notes about this service:

  • It represents only general guidance and does not constitute advice.
  • It is only for 401(k) and 403(b) accounts. IRAs and other accounts are not included.
  • It is based on available investment options within your 401(k) or 403(b) plan. Some plans have more, or better, investment options than others.
  • If you prefer advice specific to you situation, please review our Investment Services.

If you are interested in this service, please send a check to our office for $60 made payable to "Meg's Smile Foundation" and email us your plan’s investment options.  We will send you the model allocations usually within 2 business days.  Below is a list of some of the company's retirement plans we have worked with:


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