The private investigator for your retirement account. You tell us the problem or concern. We will go on a hunt and research to find the answer. We present the information to you of what we found in a simple to read report in a telephone conversation. And you choose to make the action
Employees attend Company open enrollment meetings but do not understand why it is very important for them to know their retirement plan, the registered Representatives and their plan document. Because of this lack of understanding when people are ready to retire, use their money for early withdrawal (hardship benefits) or as a rollover they get caught in the confusion and unnecessary paperwork because of lack of education and understanding.
We are here to simplify and break it down for you.
With this knowledge you will be able to move more effectively and efficiently. You will be able to drive your retirement plan down the course that you want for retirement. Instead of it going in its own Direction.
We focus on Simplicity. It is a three-step process in order to get the information you need. You give us your current information and what you like to do we will take up to 4 business days in order to investigate and research for you. And then we will give you a call in a report explaining what we found.
It is designed for plan participants or investors who do not understand what they should be doing. And need to know what they have, how it is performing, why it is important, and who they should talk to