31 Willow Street | Mystic, CT 06355
P: 860-245-5078 | F: 866-439-0578

Pfizer 401K - An Independent Review
At LWM, we offer a unique service to local area 401K participants. Each month, we publish an investment advisory newsletter called the Pfizer 401K Connection. This newsletter gives our detailed recommendations for how to properly allocate your 401K assets in your Fidelity 401K plan. It includes model portfolios, analysis, and recommendations for these retirement plans. Currently, we are offering this service, free of charge, for employees of the following companies:

General Dynamics/Electric Boat SSIP
Pfizer Savings & Investment Plan
Lawrence & Memorial Hospital 401(k) Plan

This free service is ideal for individuals that find:

  • Your returns are below the market average
  • You do not review your quarterly reports
  • You are looking for ways to grow and protect your investments
  • If you have not rebalanced your assets recently
  • You're not sure how to move ahead with your 401K and other assets
  • You are beginning to think about retirement and are concerned about making mistakes with your retirement assets
  • You're looking for a more comfortable, professional fit with your advisor
Please select your employer from the list below, and fill out our short form to begin receiving your monthly newsletter. In addition to your basic contact information, we will ask you a series of questions to help guide you towards the most appropriate allocation for your situation. If at any time you would like to discuss your allocations, please feel free to contact our offices.

Please note that these newsletters are independent reports on the Employee 401K plans for Pfizer, General Dynamics, and L&M Hospital. LWM is in no way affiliated with these companies or the 401K providers, and the opinions expressed are not necessarily that of each of the companies covered by the newsletters. The reports are distributed solely for educational purposes.

If you are interested in having us include your employer 401K plan as part of this service, please contact Bob Henderson directly at (860) 245-5078 or send him an e-mail.
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401K Connection Newsletter