We work closely with pension plan holders to apply the same verifiable, proven principles as we do with every other strategy: How can we help build our client’s personal wealth, minimize their personal risk, and maintain a client’s personal lifestyle?
We begin by analyzing:
- The overall cost of the plan by examining each charge that is applied to your pension
- The range of different investment funds available
- If it would be beneficial, long- and short-term, to transfer the pension to an alternative plan
- How costs associated with your current plan compare to those of alternative plans that are available
- What tomorrow looks like today, and how we can improve upon it
The simple premise is this: more at retirement is better than less. If you agree, we’d welcome the opportunity to review your plan, and plan for tomorrow…today.