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

Financial Architecture Designations Video

When it comes to your money decisions, sometimes uneasy times appear. This is where we can help you. What can we do? Watch this:

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Events

Asalyn Coachman stars at Black Philanthropy Month Event

August was Black Philanthropy Month and our own Asalyn Coachman was asked to be the Keynote Speaker for the Connecticut Community Foundation for Greater New Haven webinar event on August…

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