Are you employed through Peace Health, Skagit Regional Health or Kaiser Permanente? If so, you have access to financial advice and professional management of your 403b and 401a retirement accounts. Studies show…
FINANCIAL ADVICE HELPS!
According to a recent study by Northwestern Mutual,
7 in 10 (70%) Americans with advisors said their retirement plan is designed to withstand market cycles compared to 30% of those who do not use an advisor
49% of people without an advisor have taken no steps to address the possibility of outliving retirement – three times as many as those with an advisor (15%)
If you need help developing a retirement plan or your non-profit retirement funds (401a, 403b & 457), understanding how to maximize Social Security benefits or what to do when nearing retirement, we understand the plans where you work and are here to help! Simply fill out the form below and we will get back to you. You can also request your complimentary copy of “Five Things You Can Do Now For a Financially Independent Retirement”.