Retirement SOLUTIONS

To secure the financial stability you want for your important Life Goals and retirement, you need to build the right foundation. Because you cannot rely solely on Social Security and State Pension to fully fund your retirement, you need to consider how much money you will need,

when will you need it, and how will you get it.

The Solution is clear. Increase your personal savings.

Retirement Solutions provides:

Simplicity – one easy-to-read statement for all your investments.
Choice – hundreds of mutual fund investments.
Strategy – access to a menu of asset allocation disciplines.

Retirement Solutions makes it easy for you to manage your investment choices. Because investments within each tax type and similar tax types, i.e.; 401k, 403b, 457, & Traditional IRA can be consolidated into one account, each quarter you receive for each tax type just one easy-to-read and understand statement. The statement shows you exactly what you own, how your investments have performed, and what changes in your investment program have occurred.

Would you like Hundreds of Investment Choices? Retirement Solutions provides a wide range of mutual fund investments. Mutual funds are the investment vehicle of choice for many investors. Retirement Solutions offers more than 2000 mutual funds from different well-known mutual fund families. This range of choice enables you to customize your investment program to help meet your specific financial objectives, situation, and risk level.

What about Asset Allocation Strategies? While the financial markets offer enormous opportunities to accumulate wealth, they are also volatile and subject you to market and investment risk or loss. Studies indicate that your investment performance is greatly influenced by which asset class you are in. By diversifying¹ your investment among asset classes, you may reduce risk and still maintain your desired results. Retirement Solutions currently provides you access to seven prominent asset allocation strategists.

¹In an effort to meet diversification needs and goals, you may not qualify for breakpoint sales charge reductions that are otherwise available. Furthermore, you should understand that 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 PREMIER- the no sales charge, fee-based platform.