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401K Advice


Did you choose the right investments in your 401k, 403b, Deferred Comp, or Thrift Savings Plan? Your retirement depends on it!

By using our COMPLIMENTARY 401k advice service, you can feel confident in your retirement savings. Your 401k investments will be tailored not only to your situation, but the current market environment.

We will regularly let you know of any changes you may need to make to your 401k to keep up with changes in the market. You can log into your own 401k to make the changes that we recommend. We don't have access to your 401k so you don't have to trust anyone with your login information.

Along the way, we are always available to help answer any questions about retirement, investments, or other financial matters.

Here's How It Works

1. Tell us a little about yourself and your employer.

2. We will email you our recommendation for 401k.

3. You update your investments on your 401k’s website.

It's that easy!

What companies are already available?

Don’t see your company? Let us know so we can add it!

Baptist Memorial Hospital

Brunini Law Firm

Columbus Orthopaedic

Rehab at Work


Golden Triangle Planning & Development

International Paper

Morris Multimedia

Mississippi Deferred Comp


Oktibbeha County Hospital

Pioneer Health Services




Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. "Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Milestone Investment Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC
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