Retirement SOLUTIONS PREMIER
Retirement Solutions
Premier is our fee based platform for providing clients the Simplicity,
Choice, and Discipline of our Retirement Solutions platform, but with no sales charges—no initial sales charges and no contingent
deferred sales charges.
Simplicity
of one reporting platform for all retirement investments continues to mean one
detailed quarterly statement, one daily website access, & one financial
planning office to email or call when you have questions or require help.
Choice
with Premier includes access to the lowest
cost share classes at net asset value (
The
overall objectives remain to Diversify* Investments, Reduce Investment Risk
(negative volatility), Simplify Record Keeping, and Maximize our Personalized
Service. With Premier and access to over 2,000 mutual funds from over 50 mutual
fund families, together we have a wide choice of investment options and more
flexibility from which to design and modify a customized investment portfolio
specifically for you. Together we define
your goals, determine your risk comfort level, create your portfolio, monitor
progress, report quarterly, and review together at least annually. Your cost
for the above is less than 1% a year (.009%).
Additionally,
for a total management fee of not more than 1.5 to 2% a year, you might choose
to have your investment portfolio, or part of your portfolio, continuously
monitored and automatically rebalanced as needed based on one or more of the
specific investment disciplines provided to us by the several independent,
outside strategists made available on our Retirement Solutions platform.
For
more information about the no sales-charge, fee-based, Retirement Solutions
Premier option, click “contact us” or call us toll free at
* There is no assurance that a diversified portfolio will
produce better returns than an undiversified portfolio, nor does
diversification assure against market loss.
See
also Retirement SOLUTIONS- the traditional choice platform.