Retirement Readiness makes retirement planning less intimidating
The Retirement Readiness program offers clear guidance to help you become confident and take control of your financial life. The program combines ongoing education, straightforward advice and realistic recommendations from ING Financial Partners (IFP) Financial Advisors to help you create a truly integrated approach to retirement planning.
Retirement Readiness has five simple steps that will guide you through to create a holistic plan for retirement.
The ING Way of Advice
Step 1 – Engage
We will engage in dialogue to understand your financial situation, what you’re trying to accomplish and discuss how financial planning can help you prepare for retirement.
Step 2 – Explore
We will explore your current savings approach, specific financial goals and concerns and identify any gaps to create a holistic retirement plan.
Step 3 – Design
Working together, we will design a strategy that reflects the circumstances and risks you face and helps you meet your personal retirement goals. You will receive guidance and an action plan that helps you implement your retirement vision.
Step 4 – Implement
If you choose, we will work with you to execute the agreed-upon strategy to progress on the path toward building a more comfortable retirement.
Step 5 – Continually Manage Your Plan
If appropriate, together we’ll review results periodically, making any necessary adjustments, and evaluate your progress and overall satisfaction.
It’s important to remember that retirement planning is an ongoing process, not a one-time event. Proper implementation of a retirement plan and periodic professional reviews are crucial to reaching your retirement goals.
Let’s talk about your retirement.
Call us for a quick assessment of your retirement readiness and receive personalized guidance about the steps you can take to feel more confident about your current situation and your future plans. IFP Financial Advisors are available to help you create an integrated plan for all your retirement saving activities.
Whether you connect with us in-person or by phone, we’ll guide you through a proven process to create your own retirement road map. Depending on how close you are to retirement and the complexity of your financial needs, we offer two services.1
|Retirement Snapshot||Financial Plan|
A quick check-up on your current retirement savings situation
Typically takes two sessions to complete
A personalized analysis of complex financial situations
Typically takes multiple sessions to complete
Ready to Talk?
In a recent study, people who worked with a financial professional reported feeling 60 percent more confident in their financial future.2 If you’re ready to plan for your financial future, contact an IFP Financial Advisor today!
1Depending on your employer, there may be a fee for certain services. Call us at the number above to find out today
2Source: 2012 ING Retirement Research Institute
Securities and investment advisory services offered through ING Financial Partners, member SIPC. (SIPC.org)
Neither ING Financial Partners nor its representatives offer tax or legal advice. Please consult with your tax or legal advisors regarding your individual situation.