Services

Pension Plan Analysis

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.

News

Besonen Talks Medicare

Financial Architects’ Chris Besonen was recently featured on the company’s Inside Financial Architects podcast. Chris specializes in healthcare planning and Medicare and joined host Matt Dery to discuss the open…

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Events

Please Join Team Jamo!

We’ve formed a Light The Night fundraising team and we hope you’ll join us. Even if you can’t participate in the walk (and it may end up being virtual anyhow)…

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