Many people take a “set it and forget” approach to their company retirement plan. Studies show accounts that are managed and updated and reviewed regularly perform better over time.
There’s a delicate balance in managing your assets. Let’s work together to determine where you are today and where you want to be.
During the 3-Meeting Process mentioned above,, we’ll connect the pieces of your retirement puzzle, which are:
- PG&E Pension
- Retirement savings plan [401(k)]
- Social Security
Once we have a clear picture of these items, we can consider other factors. These might include your Medical Savings Account, as well as other savings you have.
I can assist you in managing any retirement plans you can access online. In a bit more detail, here’s what that means:
- Professional management
- Risk tolerance to match your goal
- Regular account reviews
- Your account stays where it is