Knowing Where You Are,
Helps You Get Where You Want to Go

One of the most helpful things we do for participants, is calculate a retirement analysis and asset allocation for participants. We make it easy, and extremely relevant.

• Employee completes a data form listing assets and goals, and faxes it to us.
• CRP designs a comprehensive retirement analysis.
• Individual meeting with one of our CFP® and Investment Advisor Representative for a 30 minute in-person or phone meeting with employee to review it and address any financial concerns.

The projections include social security, state and federal taxes, inflation, and leads to an expected after-tax monthly income. This would normally cost the employee several hundred dollars for a Certified Financial Planner meeting and analysis. With us, there is no participant charge.