SECURE YOUR LEGACY
Find the Hidden Fees Eating Your Old 401(k) — Even If You Already Have an Advisor
30 minutes with a licensed advisor in DFW. We'll show you what's actually in your account and what it costs you each year — no pitch, no obligation.
30 minutes · Completely free · No paperwork signed
By clicking, you'll get one email with your booking link. No mailing list, no follow-up campaigns.
“I finally felt like I understood my retirement options.”
“Professional, straightforward, and easy to talk with.”
“The process was simple and gave me clarity.”
Which one sounds like you?
WHO THIS IS FOR
I have an old 401(k) sitting somewhere
You changed jobs in the last 10 years and never moved it. We'll review what's in it, what it costs you, and what your options actually are.
I'm 5–15 years from retirement
Approaching the years where mistakes are hard to undo. We'll look at allocations, fees, and whether your timeline still makes sense.
Your actual questions — answered on the call
Most retirement planning pages list services. We'll cover what's actually keeping you up at night
Q1: How much am I paying in hidden fees every year
Q2: Is my current allocation still right for my age and timeline?
Q3: Should I move my old 401(k), or leave it where it is?
Q4: Will I outlive my money if I retire at 65?
Q5: What's the right age to claim Social Security for my situation?
Q6: Should I be doing Roth conversions now, or wait?
Simple 3-Step 30-Minute Review Process
How Its Work
Pick a time
Use the calendar at the bottom of this page. 30-minute slots, virtual.
We talk
Phone or video, your choice. I'll ask about your accounts. If you have a recent statement handy, we can pull it up together.
You decide
After the call you have a clear picture. If we make sense to work together, great. If not, no pressure — you keep everything you came in with.
Meet Josh
I'm Josh Broach. For 13 years I've helped families in the Dallas–Fort Worth area review their retirement accounts before they make decisions they can't undo.
My approach is education-first. We look at what you actually own, what it costs you each year, and what your real options are. No slides, no pitch, no pressure to move anything.
Licensed under [Firm Name]
Licensed in [State(s)].
Verify my credentials at FINRA BrokerCheck [link].
Prefer to talk first?
Call me at (214) XXX-XXXX.
What people have said after the call
Josh helped me uncover over $8,000 a year in hidden fees. I wish I had done this sooner.
— Mark T., Plano, TX
“Finally, an advisor who explained things clearly and didn’t push anything on me.”
— Susan R., Southlake, TX
“Professional, thorough, and genuinely cares about helping you make the best decision.”
— David L., Fort Worth, TX
Common Questions About Your Retirement Review
FAQ
GET IN TOUCH
Book Your Free 30-Minute Retirement Review
You’re simply getting a second opinion on your current accounts
No pressure. No obligation. No requirement to move anything.
This website is for informational and marketing purposes only and does not constitute financial, legal, or tax advice.
By submitting your information, you agree to be contacted regarding retirement planning options and related services.
Products and services may be offered through a licensed financial professional where permitted.
Results are not guaranteed. Financial decisions should be based on your own goals and circumstances.
Limited review slots available each week.