The end result from retirement planning is to allow people to live comfortably after their
careers. To achieve this goal, people must be engaged in the retirement planning process.
According to a recent Employee Benefit Research Institute (EBRI) study, approximately 80% of the workforce reports feeling unprepared to support themselves financially after their career. Here are some of the reasons we believe this dire statistic is occurring:
- People postpone retirement planning
- People depend fully on Social Security for their retirement income
- People don’t know where to start.
Our RetireAdvisors® and Participant Education process helps people overcome these obstacles and create a plan to help with their financial future. We meet face-to-face with each of our clients to go over their investments and determine if any changes need to be made. We don’t hold mass group meetings or send out random flyers, we get personal.
We work with plan sponsors to provide education and advice to their employees. We create a multi-year plan to educate plan participants on where their plans need improvement and why. We offer participants one-on-one access to our skilled team members who can give them personal guidance and education. This process is a benefit for both employers and employees: with a clear plan in place, employees can better focus on their work.
Staying active in your retirement planning is key to enjoying the kind of retirement lifestyle you want. We are dedicated in helping you achieve that. We work with you to select the right investments for your budget. We stay connected with you to make sure your retirement process remains on the right track. We also offer free online, on-demand educational web videos to help you make the most of your investments. Our videos are easy to watch and show you simple steps to make that could lead to more savings. We are committed to staying with you in your retirement process from the beginning until the end.
An extension of the RetireAdvisers Plan Participant service. It allows a Certified Financial Planner™ practitioner to provide high-net-worth individuals with fee-based (not commissioned) advice on all assets—including those outside of their retirement plan portfolio. Delivering a detailed Portfolio Analysis for each client is a result of the same robust, proprietary system development that we use to monitor and manage employer retirement plans. And for those that prefer just a few hours of financial planning or don’t consider themselves high net worth, our RetireAdvisers Limited service provides just the right amount of objective analysis in a variety of areas that support retirement.