From the full suite of services addressing every need of your income plan, to the independent client wanting fundamental and limited services, we look forward to customizing your personal experience and delivering exceptional service that exceeds your expectations.
PLANNING
Priority Access to Planner
Quarterly Meetings with Planner
Tax Return Assistance
Retirement Transition Coaching
Income Distribution Management
Educational Events
Consolidated RMD Strategy
Annual Review with Associate Planner and Planner
Portfolio Design and Management
Survivor Assistance
SERVICES
Income Distribution Management
Educational Events
Consolidated RMD Strategy
Annual Review with Associate Planner and Planner, and Semi-Annual Review with Associate Planner
Portfolio Design and Management
Survivor Assistance
SERVICES
Annual Review with Associate Planner (Planner not present)
Portfolio Design and Management
Survivor Assistance
Please scroll down for full services descriptions
The descriptions provided are a summary of the service and the full and completed descriptions are provided in a written agreement to the client.
ARS SERVICE DESCRIPTIONS
Concierge clients have Priority Access to The Retirement Solution’ planners and support staff. For Priority Access to your planner, please see Concierge service level.
Priority Access to Planner
Priority positioning with phone and email assistance during normal business hours.
Retirement Transition Coaching
Help to clarify your vision of retirement so that you can make more aligned lifestyle choices.
Portfolio Design and Management
On-going management of assets in the market that reflect your objectives which best conform with your personal investment goals, strategies, and risk tolerance.
Consolidated RMD Strategy
Consolidation of annual Required Minimum Distributions and proactive advice, as needed.
Income Distribution Management
Management of all income flows and making adjustments as needed for the rest of your life.
Quarterly Meetings with Planner
In addition to an annual review, three optional quarterly meetings with planner may be conducted using our elite client experience and business model.
Annual Review with Associate Planner and Planner, and Semi-Annual Review with Associate Planner
Annual check-in to gauge the progress of your plan, assess goals and objectives, review tax strategies, and confirm beneficiaries and insurance needs.
Educational Events
Opportunity to participate in additional educational resources provided for ARS clients.
Survivor Assistance
Meeting with beneficiaries and family members to include plan revisions, account review and recommendations. May also include insurance options and estate review.
Annual Review with Associate Planner (Core Level only)
One annual review conducted and led by associate planner to gauge the progression of your plan.
Tax Return Assistance
Proactive integration of investment and tax planning strategies to help you pay the least amount in taxes possible.