Ilan Cuellar, CFP®, PPC™, CPFA

(281) 815-4108 ext. 1011

Retirement Plan at Work

Do you work for a company that offers a retirement savings plan such as a 401(k), 403(b), profit sharing, TSA, pension, etc.?  Our Employer-Sponsored Retirement Plan Consulting program was designed to help participants make wise decisions regarding these plans.

Employer-Sponsored Retirement Plan Consulting

An employer-sponsored plan can be a great benefit in helping you reach your long-term goals.  However, the decisions you make now may have a tremendous impact on how your future shapes up.  Therefore, it is very important to create a customized strategy that maximizes the impact on your unique situation.  We can help evaluate the plan and provide customized advice to fit your life.

Through our Employer-Sponsored Retirement Plan Consulting program, we can help identify the steps your life requires in order to reach your long term goals.  Some consulting services include:

- Identifying your long-term financial goals and the steps needed to pursue them.  Many people simply do not know how much they should be saving to fund their retirement.  We can help get you started by asking and answering the right types of questions.

- Analyzing the composition and balance of your existing portfolio.  With an in-depth understanding of your employer's retirement plan, we can evaluate your current investments and provide guidance to help build a portfolio in line with your objectives, balancing your specified risk tolerance with potential return.   

- Reviewing performance, helping you align your retirement plan with your goals as you reach significant life-changing milestones.  We will also make sure that the strategy for your employer-sponsored plan aligns with your other financial interests so that you have in place an integrated comprehensive financial strategy.

We have access to leading market research and global insights to educate you on the different types of risk inherent in any financial strategy and help you manage risk through asset allocation, diversification, and other established methods.

Contact us today for a no-obligations estimate!