401k, 403(b), 457(b), and 457(f)
Individual Portfolio Management

"I have had the pleasure of Dick's wisdom over the years. I am thoroughly impressed with his dedication to managing my portfolio. From the start, Dick has continuously monitored market trends and assessed risks to make timely market adjustments that align perfectly with my financial goals. His guidance has produced results substantially above those that I thought possible."

“Having Dick Yemm oversee and advise on my 401, 403(b), 457(b), and 457(f) for over the last 20 years has been the best professional and personal decision of my life. Dick's financial counsel and guidance has exceeded expectations. My 401K and 457b performance have continually exceeded market benchmarks even after his fees. Having Dick actively manage my plans has outperformed the alternative target date funds available through the 401K/457b providers. I cannot give anyone a better recommendation than I do Dick Yemm.”

"Dick has managed my investment account for over 13 years now, weathered a few storms proactively during that time and grown my account far beyond my expectations. Over the past year, he has begun to advise me on my 401K investments which have had gains in percentages exceeding those of my coworkers and has frequently communicated with me to make account changes ahead of market corrections. Dick knows when I'm most available for communication and contacts me during those times. I am grateful for his financial assistance and look to recommend him whenever the opportunity arises."