Participant Consulting Advice Program

Understanding your employer’s retirement plan and knowing how best to utilize it may seem like a daunting task. Although an employer’s plan might be designed to meet the needs of many, Annie Mac Financial can work with you to establish a strategic, customized, direction and guide you toward your goals. Partnering with us on your employer-sponsored retirement plan means taking advantage of our disciplined partnership process to create a thoughtful strategy by:

  • Identifying your long-term financial goals and the steps needed to pursue them;
  • Analyzing the composition and balance of your existing portfolio;
  • Building a diversified portfolio balancing risk and return; and
  • Helping you align your retirement plan with your goals as you reach significant life-changing milestones.

And because we have no proprietary products to sell, you know you will always receive objective retirement plan guidance.