Developing your Strategy

The foundation of retirement saving is a solid plan. We offer each employee an individual, comprehensive retirement analysis based on their actual current savings and retirement goals.

• The first step in the analysis is for employees to complete the data form below, indicating current retirement assets, current contributions into the 401k, and a desired retirement age and income. The employee should include a spouse’s information as well for an accurate account of assets.
  
• The second step is for us to analyze the information, and compile a retirement analysis. At this point we will send the employee a printed copy of their analysis, if they chose not to meet a representative in person.
  
• The next step is to have an individual meeting with the employee where we give them a printed copy of the analysis, but more importantly, review it with them on our laptop computer. This will show how the assets grow and are distributed at retirement, and at this time we can alter the assumptions to show various scenarios. This in-person retirement analysis review is the most helpful step for employees.
  

This is the same type of retirement analysis that would cost several hundred dollars at most Financial planning firms.

Click here for a printable .pdf of the Data Form for Retirement Analysis

Click here for a printable page with the Data Form.