Individual Financial Planning
Strategies
- Saving for life, not just retirement
- Income distribution
Technology
- Online account aggregation
- Financial planning tools
Flexibility
- Plans that change with you
- Advisors that listen
Cost
- Low-cost funds/ETFs
- Easy to understand fees
Proximity
- Financial advice close to home
- No 1-800 number
Getting Started
- Saving strategies
- Investment allocation & recommendations
- Debt management
- Online financial planning tool
Career Minded
- Online financial planning tool
- Investment allocation & recommendations
- Debt pay down strategies
- Saving strategies
- Periodic financial reviews
- Cash flow management
- Target savings amount for retirement
- Employee benefit maximization
- Basic Social Security projection
- Basic retirement income distribution strategy
Bring it Home
- Online financial planning tool
- Investment allocation & recommendations
- Periodic financial reviews
- Cash flow management
- Debt pay down strategies
- Target savings amount for retirement
- Employee benefit maximization
- Savings requirements for your goals
- Tax savings strategies
- Investment portfolio analysis
- Estate plan review
- Retirement withdrawal strategies
- Social Security analysis and timing
Investment advice offered through Resources Investment Advisors, an SEC-registered investment adviser.
TD Ameritrade, Inc. is one of the firms that we use to custody our client assets. TD Ameritrade, Oakeson Steiner, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. TD Ameritrade does not endorse or recommend any advisor and the use of the TD Ameritrade logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by TD Ameritrade Institutional, Division of TD Ameritrade, Inc., member FINRA/SIPC. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. Used with permission.
