Have a question about your retirement benefits, pension eligibility, retirement income planning, interest rates? These are just some of the topics we can begin to address. Using our innovative RPS (Retirement Preparedness System), we’ll help you get on track in an easy-to-understand manner. We look forward to meeting with you soon! *Would like to meet in-person? Please call our office to schedule a meeting.

This meeting is to follow-up on outstanding planning or questions. We often use this meeting to address various areas of need identified in your RPS. Whether it's your 401(k), pension estimate, retirement planning, Social Security or another planning topic, we can address it here. We look forward to meeting with you soon.

The Independent Pension Analysis makes it possible for you to more closely evaluate your company supplied calculation. We’re looking for errors in the company’s benefits system that relate to your personal data – birthdate, employment start date, wage scale, pension factor, etc. Most pension errors can be traced to incorrect information in these areas. In this appointment, we will run a personalized Independent Pension Analysis and compare it to the company estimate.

In this meeting, we will review your personalized RPS Score and Action Plan. This plan is created following the completion of the RPS self-assessment. We will review your results-look at where you scored well and give you suggestions on how to address areas of concerns. It’s a vital step in preparing. We look forward to meeting with you soon. We look forward to meeting with you soon.

In this initial onboarding meeting, we will review your goals, objectives, and the information collected in previous meetings to design your personalized investment plan. We look forward to meeting with you soon! *Would like to meet in-person? Please call our office to schedule a meeting!

In this appointment our PRC will help you set up Social Security account on the Social Security Administration website. For your convenience, this appointment will be conducted virtually.

In this 401(k) Pathways meeting, we will review your personalized 401(k) recommendations. Discussion topics will include risk tolerance, current market conditions, and any applicable adjustments that would be appropriate for your 401(k). We look forward to meeting with you soon! Would like to meet in-person? Please call our office to schedule a meeting.

The Health and Insurance review looks at your overall health and insurance benefits pre-Medicare age and post-Medicare age. A transitional and operational plan is created to address post-retirement health and insurance management. This may also include finalizing your Verizon Retirement Insurance benefits. Which can be done by logging into your benefits connection website or by calling benefits center directly.

The purpose of these brief, 20-minute meetings is to address account question related questions. These meetings are designed to be efficient and focused, providing a platform for you to get the answers you need without taking up too much of your valuable time.

In this client meeting, we will review your current investment plan and objectives, discuss current market conditions, and determine if adjustments would be appropriate for your portfolio. We will also make sure we are up to date on any changes to your life that may impact your financial goals or plans. This appointment is a great opportunity to address any questions or concerns you may have. We look forward to meeting with you soon! *Would like to meet in-person? Please call our offic

This meeting is to follow up on outstanding questions. We often use this meeting to address various areas of needs identified in your RPS (Retirement Preparedness Score). Whether it’s your 401(k), pension estimate, retirement income planning, social security, or another planning topic, we can address it here. We look forward to meeting with you soon! Please call our office to schedule an in-person meeting.

In this client meeting, we will review your asset allocation and risk tolerance, discuss current market conditions, and determine if adjustments would be appropriate for your portfolio. We will also make sure we are up to date on any changes to your life that may impact your financial goals or plans. This appointment is a great opportunity to address any questions or concerns you may have. We recommend that you participate in a Client Review meeting on a regular schedule (quarterly, semi-annuall

Have a question about your retirement benefits, pension eligibility, retirement income planning, interest rates? These are just some of the topics we can begin to address. Using our innovative RPS (Retirement Preparedness System), we’ll help you get on track in an easy-to-understand manner. We look forward to meeting with you soon.