retirement phase of their lives. The financial well being an employee is one of the most important aspects of ensuring a
comfortable retirement. Our program is designed to address some of the primary concerns that retirees face in today’s
environment:
 | · If I retire now, will I have enough income to live comfortably in my retirement? | |
| · How much will I receive from my primary pension plan? | |
| · What if something happens to me, how can I protect my spouse? | |
| · What if I wait a year or two, will my pension increase? | |
| · How about my personal savings (Deferred Comp, IRA's, etc.), what amount should I withdraw per |
| · What types of investments are suitable for me now that I’m no longer working and making new |
| · How do I protect my retirement savings against adverse stock market conditions? |
These questions are very common among individuals making the decision to retire. We review each one these
concerns by providing an educational program to inform to the financial strategies that have proven to be successful.
· Group Educational Workshops – these workshops are delivered in a presentation format, exposing some of
the issues that the individual should be considering when preparing to make the decision to retire. Individuals also
learn from the Q&A portion of the workshop where employees benefit from listening to questions and concerns that
their fellow colleagues have and the possible solutions and strategies that are discussed.
· Individual Financial Counseling – upon request, employees may schedule an individual appointment with our
financial counselors. The purpose of this session is to chart the financial roadmap for their retirement years and
develop investment strategies to preserve and protect their assets. In many situations, this process may require
several follow up meetings due to research and analysis that is required by the counselor.
· Access to financial counseling and advice via toll-free number and email – employees will have access to
financial counseling and advice through a toll-free number and email. This is a useful process for employees who
may not want to utilize the individual counseling process, but would still like to get expert opinion and advice
regarding the financial questions and issues employees face.
Our Mission… is to surpass our clients’ expectations by providing sound consulting services and exceptional
customer service while maintaining the highest level of knowledge and expertise in the financial services industry with
a special focus on governmental retirement plan solutions.
Our Values Encompass…
Providing the highest level of customer service to both employers and participants
Creating innovative and comprehensive solutions
Evolving and expanding our services as your needs change
The Retirement Financial Counseling Program was developed to provide strategies and solutions for employees who
are planning to retire in the next 3 – 6 months. We provide our services throughout the year to ensure that those
employees who would like to benefit from this program can do so at the time that is most convenient from them.
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