Retirement Planning

Recent market volatility has clouded the retirement picture for many investors. If you are a current or former Strategis client and you have questions about whether or not your investment level is adequate to meet your retirement objectives, we’d like to help you with a FREE assessment. We have several retirement savings analysis programs at our disposal and after a brief consultation we can help determine if you are on track to meet your financial objectives.

It is not unusual for advisers to charge hundreds of dollars for this type of analysis. The process will take about 45 minutes. With an advisor you will go through a series of questions about your current investments and about your retirement goals. The advisor will enter your information into one of our retirement analysis programs. This is an interactive process best done in person. If you are not in the Wasatch Front area, however, it can be done over the phone but it might take a little longer.

At the end of the session, the advisor will generate a report that gives you a detailed view of whether or not you are on track to meet your retirement objectives.

Once again this is available to you without charge or obligation. If you would like to take advantage of this service, please complete the information below and an advisor will call you to arrange a time for the consultation.