Crest Financial LLC is a state of Oregon Registered Investment Adviser. This website is intended to be general in nature and should not be construed to be financial or investment advice. The information provided here is for guidance and informational purposes only. Investments involve risk and are not guaranteed. This website and information are not intended to provide tax or legal advice and you should consult with your tax and legal professionals about your unique situation.
Crest Financial LLC is not affiliated with or compensated by any of the organizations linked to this site. For additional information please contact us.
Clear Fees. Clear Services. Clearly Different.® and My ETF 401(k)® are registered services marks of Crest Financial LLC. All rights reserved.
Copyright 2025
Clear Fees. Clear Services. Clearly Different.®
Small Fees Add Up!
If you have $150,000 in your account and are adding $5,000 a year the difference between earning 5% and 6% is over $100,000 in twenty years!
Frame this difference in the context of your company's retirement plan and the difference might be measured in millions, not thousands!
Crest Financial LLC:Your Guide through the Retirement Plan waters
welcome to My ETF 401(k)!
Your company's retirement might be your most important employee benefit!
With people spending up to a third of their lives in retirement you need your retirement investments to last, but is there a hole in your plan slowly draining wealth from you and your employees?
Investment fees matter and this is why the Department of Labor required the disclosure of retirement plan fees beginning in 2012. What are you really paying? As important what services are you really getting for your money?
With My ETF 401(k) you may be able to pay dramatically less for your company's retirement plan. Maybe more than 70%! Not only can you save money, but you can design a service plan for your 401(k) and only pay for what your plan needs!
Clear Fees. Clear Services. Clearly Different.
My ETF 401(k) Begins with:
- A Low Cost Diversified Menu of Investments
- A Clear Explanation of What Your Plan is paying For
- A Custom Package of Services Designed for Your Plan
- An Experienced Professional there to help you and your team
Contact us today to find out how much you might begin saving!