We wanted to create a safe place for you to interact with Certified Financial Planners regarding your pension options. We can answer any general questions you may have about your plan in this forum, but ask that you direct questions involving personal information to our confidential email: firstname.lastname@example.org.
We understand that you’ve met with the administrators of your pension plan. It’s good to get all the information from them that you can.
We’re different because we have experience working face to face with clients just like you, who have questions similar to the ones that you have right now. Don’t worry, we’ve heard it all!
The advantage to you is that we can show you the dollar value of options that are available to you outside of your pension plan, which may not otherwise be presented to you. As we are an independent firm, we are not restricted to only one company’s product or service, but rather, can shop the market on your behalf to get you the best possible rates and fit. We will also talk to you about other details of your life to make sure that your decision will be the best for both you and your beneficiaries.
Feel free to ask as much as you can. Your questions will also be helpful to your co-workers who are also going through the same decision process and are likely thinking the same thing. We look forward to answering your questions.
We welcome you to attend the seminar that we are hosting at noon on Dec 7th, 2011. Details are in the e-flyer that you received, please RSVP.