the Price of Retirement Planning Services

Retirement account planning, IRA and 401K advisement, investment services, mutual funds, life insurance, college tuition financing and tax-taming account services.

The representative was able to work with me over the phone, as I live 50 miles from Syracuse. We discussed my retirement accounts, IRA and 401K, including what types of accounts would be best for me considering my income, my age (43), and my retirement plans. We also discussed possible mutual funds and life insurance options. The rep set up the accounts exactly as we described, and showed me how to access all of them online with a login and password. Also available, which I may use in the future, are savings plans for college tuition. My son is now 15 years old and will be entering college very soon.

The rep also helped me with the rollover of my 401K from a previous employer.

The price of the phone session was deducted from the account I set up with the firm.

Be sure to have all of your account information (checking, savings) and pay stubs in front of you. The representative will need this information to help you set up your accounts. The convenience of over-the-phone consultation is what impressed me about this firm.