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Retirement Resources also provides investment services to
individuals. How can we make life easier for you?
- Help you to select an investment mix for your plan balances.
- Consolidate your scattered retirement balances into this plan to
reduce fees and statement clutter, and to make them part of a rational
investment plan.
- Help you with retirement planning forecasts.
- Help you with a needs analysis and options for meeting education
funding goals.
- Prepare an overall investment plan for you that considers both
your retirement plan balance and "outside" assets.
- Anything else?
Between them , Patrick and Jim have 40+ years of professional
investment experience. At Retirement Resources, our commitment is
to place your interests above all else. Contact Jim Phillips or
Patrick McGinn: by phone (800) 846-3276; by e-mail
jim@retirement-resources.com
or
patrick@retirement-resources.com. |
