Custom - Tailored Approach
It’s our experience that no two people have the same exact assets or circumstances. Our Financial Professionals will custom design a safe retirement strategy that takes into consideration your unique situation. We look at what you currently have to work with and apply our Retirement Solutions and strategies to help you secure a worry free retirement. We consider things like: Income needs and the effects of inflation - Safety of your investments - Access to your funds when you need them - Tax burden (are you paying taxes on social security or interest you’re not using?) – IRA’s and 401k’s - Asset growth (competitive rates of return) - Your family structure (providing for loved ones) and legacy concerns.
We will review the plan with you to ensure that we have addressed all of your concerns and questions. We expect our clients to be involved in the process and participate. Ask as many questions as needed to feel comfortable with the strategy we propose. Remember, this is a joint effort and the more you are involved the better the outcome. Don’t be afraid to ask questions.
We make it, simple
We handle all the paperwork for you
Your Amerity Financial Professional will prepare all paperwork necessary to implement your safe retirement strategy. When implementing Amerity Financial Retirement Solutions we handle everything for you. Amerity Financial never takes possession of your funds. If new accounts are established based on our recommendations then funds are transferred directly from your current fund administrator to the new fund administrator. Once the account(s) is open at the new administrator you will receive confirmation directly from the new administrator. Amerity Financial will receive your new account documentation and call you for a summary review of the plan and to provide you with your new documents. You will then begin receiving periodic statements directly from the companies we selected to provide you with your safe retirement solution.
Account Transfers – More how this works
If you have accounts at other custodians or banks that aren’t a good fit for what you are trying to accomplish then we may suggest a transfer of these accounts to a new custodian so they can become part of your comprehensive retirement plan. Accounts such as your 401K plan or pension at your current employer may require special attention but will be considered in your overall retirement investment strategy. All account transfers will be done taking into consideration tax consequences (if any) and costs to reposition your funds (if any).
Account Reporting – Performance
Periodically you will receive hard copy statements from your retirement plan administrator containing the following information:
Statements and Account Performance:
These reports will include year to date and since inception performance information. On an annual basis we will go over annual statements, review the status of your plan and make any necessary adjustments to increase the probability of success in your secure retirement. It’s important
to review your account to ensure that your objectives, financial situation and other factors have not changed. While you may contact your Amerity Financial Professional on a regular basis to ask questions or review your account, we recommend a full review of your account at least once a year.