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Review

RETIREMENT PLAN REVIEW

Many employers offer their employees retirement plans with no investment advice. And if they get advice, that advisor probably lacks experience and knowledge in money management. Another service employees lack is financial planning. There are other types of retirement plans available that employees are not aware of. With some discussion, the employee may find another retirement plan to add additional savings and gain more tax benefits.

  1. Analyze your investment options your employer has allowed in your retirement plan.
  2. Review your asset allocation to see if it fits your future plans.
  3. Make recommendations on investment options and advise you on your allocation.
  4. Implement recommended changes on your behalf with discretion.
  5. Six-months later, we review your retirement plan again for any changes.
  6. Costs: $250.00 per individual, per year, paid in advance. This fee can be tax-deductible, check with your accountant.

Corporations with many employees should call Robert Venezia at 800-774-1444 for corporate rate.

Financial Planning Service

  1. If you have other investment accounts, we will review those portfolios. Your investment holdings and asset allocation will be analyzed.  As a fiduciary, we will give you our unbiased opinion and recommendations.
  2. We review your retirement plan and explore using other retirement plans for tax-deferred savings.
  3. Costs: FREE

MORNINGSTAR Advisor and Schwab Institutional are used to analyze investment options and run hypotheticals. We are not brokers and do not sell any commission products. If you need further information or would like to make an appointment, call Robert Venezia at

800-774-1444.

 

Determine Your Risk Tolerance Level

Key will use your responses to this questionnaire and contact you to help you identify an appropriate diversified investment strategy.
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