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.