Your portfolio recommendations
are ready
Hi Sarah,
Your advisor, Michael Rivera from Beacon Wealth Advisors, has reviewed your retirement account and provided updated recommendations for your portfolio.
Action required
View your recommendationsWhat to expect
Once logged in, you'll see clear, step-by-step guidance on how to update your account, including:
Your advisor's updated fund recommendations
A step-by-step guide to apply the changes
How these updates align with your financial plan
Questions? Reply to this email or contact us at support@pontera.com
Thank you,
Michael Rivera