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Giving Patti the confidence to retire well

 

Giving Patti the confidence to retire well

 

 

 

We helped Patti make seeing the pyramids part of her retirement plan.

Patti's father missed his chance to travel in retirement, and she wanted to make sure the same thing didn't happen to her. So, she turned to our retirement planning services to help make these goals a reality. We worked with Patti to:

  • Understand her family's situation and define her unique goals
  • Build and maintain a custom retirement plan to keep her on track
  • Develop strategies to help her maximize her hard-earned savings
  • Forecast her retirement income and help ensure her investments last through retirement

What do employees like you say about the service?1

  

  • 80%

    report being more confident in their retirement strategies today than they would be if they hadn’t signed up.

  • 96%

    have found their conversations with our financial advisors valuable.

  • 85%

    who spoke with one of our advisors during market volatility said it helped them avoid making rash decisions.

 

 

Expert advice to help you achieve your retirement goals

 

The benefits available to you through give you access to Edelman Financial Engines' retirement planning solutions.

 

With Professional Management, our team of experts will help you set retirement goals, get you on track, and create and maintain a personalized investment strategy that fits your unique needs. You'll benefit from:
  • A custom retirement plan designed to help you reach your goals
  • Peace of mind knowing professionals are actively managing your investments for the long term
  • A clear retirement income plan, including how much to expect and when to withdraw to maximize earnings.
  • Access to a robust digital experience, with interactive planning tools and educational resources, to empower informed decision-making
  • A team of licensed financial advisors to provide you with tailored guidance and advice at anytime
Become a member
Mature Couple Reviewing And Signing Domestic Finances And Investment Paperwork In Kitchen At Home

The value of a sound plan

 

Competitive rate for employees

 

 has negotiated a program fee for  so this comprehensive service may cost less than what you might pay elsewhere.2

. Discounts may apply for larger balances.

. Seriously, that's it. No hidden fees or long-term contracts. You're free to cancel anytime.

Advice the way you want

There are other ways we can help you reach your goals.

  • Online Advice
    Manage your retirement plan with expert recommendations that you can choose to implement on your own.

  • Questions?

    Get your questions answered. Speak with an advisor today.

    Call (833) 621-4599

    Business days 9 a.m to 9 p.m. EST

 

 

 

1 Survey conducted independently through Qualtrics in March 2024. The online survey included 3,670 Edelman Financial Engines (EFE) Professional Management members focused on intent and behaviors as well as subjective measures of value. The survey participants were provided de minimis compensation for their time. It's important to note that every client's situation and experience is unique, so these responses should not be construed as a guarantee of similar or specific outcomes. 

 

2 The industry average is based on reporting in PriceMetrix’s, “The State of North American Retail Wealth Management, 10th Annual Report” which found that based on PriceMetrix’s proprietary database (as of the end of 2020 was comprised of detailed client-holdings and transaction information from roughly 70,000 financial advisors), the average fee in 2020 for accounts with assets between $1M and $1.5M was 1.05%. For the same asset range, the 2019 average fee was 1.05% and the 2018 average fee was 1.06%. Industry average fees are subject to change. Investment Advisor services vary, and some advisors in the studies may provide different services than Financial Engines Advisors L.L.C. The report is available here.

 

Patti, a current professional management client, received fixed compensation, no more than $500 for sharing her testimonial, which may be considered an incentive to endorse Edelman Financial Engines. The experience described may not be the experience of all clients and is not a guarantee of future performance or success. Advisory services mentioned are provisioned through the workplace, subject to definitive agreement between Edelman Financial Engines and the plan sponsor.

 

Certain services provided on an education and guidance basis only.

 

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