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Senior Tourist

Are You Retirement Ready?

If you are nearing retirement and have $500k to invest, achieve confidence and peace of mind through our Investment Management and Retirement Advice.

  • 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.

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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

(417) 245-2045

300 S. Campbell

Springfield, MO 65806

What Makes Us Different?

We deliver clear, research-driven guidance with no hidden fees, always focused on your best interests.

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.

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Here's What We Can Do

With extensive experience in managing assets and navigating retirement planning, we offer support and insight to help you confidently approach retirement.

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