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We provide two levels of service:
- Fund Selection: We will guide you in choosing the most suitable funds and their appropriate weightings for your needs within your employer’s plan. We continuously monitor your portfolio and make recommedations whenever appropriate. At each quarter-end, you will receive our Investment Commentary.
Our firm has a Master Agreement with TIAA-CREF as an approved Advisor. With your approval, we will monitor your retirement portfolio online and make adjustments to your fund weightings when approriate.
Personalized Retirement Income Plan – As you approach retirement or when you have retired, we will design an income generating program to support your future financial needs. Our annual review will include appropriate adjustments and an evaluation of your progress.
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We have been approved for access to three important firms:
- TIAA-CREF
- Dimensional Fund Advisors (DFA)
- Fidelity Investments
Contact us today to learn how we can help you with:
- Fund Selection
- Retirement Planning
- Rollovers
Income Planning
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