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

FAI and Q5 Experience Team Host First Spring Fling of 2022

Ultimately, what are business owners looking for when they think about succession? Is it leaving on their terms? Leaving a good legacy? What about living happily in the “fifth quarter”…

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Events

FAI Supports Local Softball Team

On Sunday, the 15U Romeo Renegades held their annual golf outing and it was a huge success! The Renegades are a girls fastpitch softball organization located in the Romeo/ Washington…

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