Individual Services

Preparing You For Retirement

Enjoying the kind of retirement you want later requires you to start preparing now. We will provide you with fee-based (not commissioned) advice to help you plan a successful retirement. Our complete and essential services are designed to help you establish, meet and maintain your retirement goals, both financially and non-financially.

How We Can Help You


Retirement Planning Guidance

We will work with you one-on-one to develop custom, results-focused strategies to help you meet your unique retirement goals, and then put a plan in place for minimizing financial risk once you reach retirement.


Investment Supervision and Guidance

Our team will work with you to help you find and monitor the best investments and investment managers for your portfolio. Our internal investment committee fully examines each investment option, giving you an in-depth analysis so you can make the best decision possible.

Our RetireAdvisers® and Investment Teams can also advise you on:

  • Risk tolerance and asset allocation
  • Portfolio performance reporting
  • Financial statement analysis
  • Income needs analysis
  • Retirement planning assessment
    • Risk management
    • Investment, tax and estate planning
    • Withdrawal strategies

Individual Services Teams

Our RetireAdvisers® Team will work with you to define retirement goals, and make a plan to achieve those goals. Our Investment Team will select and monitor investments and investment managers for your portfolio. Teams include CFP® and CFA consultants who are highly credentialed and knowledgeable in their area of expertise.

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Individual Retirement Blog


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1st Quarter 2017 Capital Market Review

by in Individuals, Investment

While capital markets experienced some volatility during the first quarter of 2017, it was significantly tamer than the tumultuous first quarter of the same time last year. The stabilization of oil prices and the consistent signs of economic stability, globally, set the backdrop for positive gains in the first quarter. The political climate in the US, […]Read More

Q4 2016 Capital Markets Review

by in Individuals, Investment

The 4th quarter of 2016 was another remarkable quarter. For the second time in 2016, the market was upended by an unexpected election result. In the biggest surprise since the Brexit vote, Donald Trump was elected President of the United States. The market reaction was as strong as it was unexpected. Large U.S. companies (S&P […]Read More

3 Things to Know About Using Fixed Income Indexes to Gauge Performance

by in Individuals, Investment

Recently, we published an article on the differences in Equity Indexes. While surprising how different some of these Equity Indexes can be (and by extension the Index Funds that follow them), the Fixed Income Indexes are a completely different universe. If the Equity Index and the Index Fund do not match, there will be differences […]Read More