We create a personalized IPS that outlines our roles and sets investment selection criteria.
We continuously research and update lists of top investment managers, offering regular recommendations and reviews.
We deliver reports detailing investment performance and key attributes, along with any changes we recommend.
We establish and monitor your asset allocation, providing reports and rebalancing advice based on your risk tolerance and goals.
We compare your portfolio's performance to market benchmarks, providing detailed metrics and asset values.
We hold meetings to review your retirement and investment progress, setting the agenda with you and providing essential materials.
We offer flexible consultation hours for additional research and custom projects, tailored to your needs.
Investment Management
Retirement Planning Guidance
We help set up accounts and assist with transactions at Fidelity Investments.
We analyze your financial statements to track assets, liabilities, and net worth changes, offering recommendations as needed.
We assess your retirement income needs, expected resources, and any gaps, helping you visualize retirement sustainability.
We evaluate your retirement readiness, identifying planning needs for different life stages and setting goals.
We review your retirement and investment progress, setting the agenda with you and providing essential materials.
We document action items, responsible parties, and deadlines from your retirement meetings, delivered electronically.
We offer flexible consultation hours for additional research and custom projects, tailored to your needs.
RetireAdvisers℠ virtual guidance is for educational purposes only and does not include specific investment advice. Pension Consultants, Inc. is registered with the U.S. Securities and Exchange Commission as an investment adviser.
© 2024 by RetireAdvisers℠.
Complete Transparency
We maintain complete transparency in all aspects, fostering trust and openness.
Fee-Only and Unbiased
We operate without any broker-dealer affiliations, so our advice stays unbiased.
Financial Problem-Solving
We focus on identifying and targeting your personal financial goals.
Research-Oriented
We base our recommendations on thorough and continuous research.
Unified Team Approach
Our experts work together to provide cohesive strategies and solutions.
In-Depth Expertise
Benefit from our extensive knowledge in investment management and retirement planning.
Values-Driven
We adhere to core values and a structured approach in all our services.
Fiduciary
As a fiduciary, we are committed to acting in your best interest at all times.
