Institutional Advice

for Individual Investors

Retirement Planning
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Personalized Retirement Planning

 

At RELiANCE Investing, Inc., we simplify the retirement planning process. Call us today to schedule a personalized appointment to discuss your retirement plans.

 

Individual Planning

 

Retirement planning really isn’t that hard, but your plans need to be maintained and updated occasionally.  When you’re young, simply having an idea of what you’d like to do when you retire may be enough.  Although, when you’re young, your plans are more likely to change.  More so than the plans of a person much closer to retirement.  Nonetheless its important to get started early.  The money you set aside today is exponentially more valuable than the money you save later in life.

 

Think about where you’d like to live, and how much that might cost.  What are you going to do; golf, fish, travel, and how much will that cost?  Will you be married, will you live together, will you have more than one home?  These are your biggest expenses and preparing for them now, even if those plans might change, is super important in the process.

 

There are 5 variables you need to be account for in your retirement planning: At what age will you retire?  How old will you be when you die?  How much will you spend annually during that time?  How much money do you have now?  How much money will you need then?  With that information, we will calculate a necessary rate of return and help you monitor your investments and make good investment decisions to help achieve your plan.

 

At RELiANCE Investing, we manage to the rate of return.  That’s not a guarantee that your necessary rate of return will be achieved, but we manage to your objective, not to risk score on some silly questionnaire.  That’s a tired old business model in the salesman’s advantage.  Its like when you go to buy a car and they ask you a lot of questions designed to get you to an acceptable price for the car.  We’re not selling cars – we’re managing money with your objective in mind.  If you need a 6 percent return to achieve your retirement goals, then that’s the way we’re going to manage your money.  If you need a 10 percent rate of return to meet your objective then we’re going to work hard to try and make that happen.

 

Its not about us, it’s about you.  It’s about your retirement.  You’re the one that has to live with the results.  We’re the ones with the education and experience to help you make good decisions.  Get started today.  Times a wasting!  Call us at (888) 694-401K

 

 

Corporate Planning

 

Education

Our advisors emphasize the management of fiduciary liability through high levels of employee education and employer-level consultation. The primary role of a 401(k) advisor is to assist plan trustees in ensuring fiduciary responsibilities are handled in accordance with guidelines set forth in the Employee Retirement Income Security Act and enforced by the Department of Labor, Department of the Treasury, Internal Revenue Service, and Pension Benefit Guaranty Corporation.

 

Funds Management

We work with third-parties that offer competitive investment products and service platforms to assist out clients with their retirement objectives while providing the trustees with confidence that their employees are being appropriately supported. Our team recognizes that management of fiduciary responsibility, total fee transparency, and consistent advisor accessibility are critical factors in sustaining  long-term client relationships and we take pride in staying ahead of the industry standard for plan advisors.

DISCLAIMER: RELiANCE Investing, Inc. is a Registered Investment Advisor only. The information on this website is intended for residents of the United States. This information is not intended to be personalized. RELiANCE Investing, Inc. is licensed with the State of Washington and the State of Utah and will ensure proper licensing or exemption from licensing before conducting business in any other state. This site is for informational purposes only. Nothing contained here should be construed by anyone as an invitation or solicitation to buy or sell any investment. This site does not contain personalized legal, tax, investment, or investment advice.

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