Wednesday, September 14, 2011
RX FOR BETTER RETIREMENT PLANS: DOCTOR PENSION GIVES CHECKLIST FOR PROFESSIONAL PRACTICES
11:33 AM | 
Posted by
pensionfinancialservices |
“YOU ARE OVERDUE FOR A RETIREMENT PLANNING CHECK-UP if you meet any THREE (3) of these TEN (10) criteria:
- You are concerned about today’s volatile market- yet you don’t feel that you understand the choices that are available to you.
- You initiated your pension plan over ten years ago.
- You were referred by an accounting or legal professional, yet you have not consulted as to whether your performance could have been better or whether the plan should have changed.
- You have added staff, lost staff, or had other growth or shrinkage issues in your business.
- You do not have a personal relationship with your account manager.
- You work with a large money management company and your account manager changes all the time, but things seem to just be going “according to the way the market is going” and you think there may be no proactive moves you can make.
- You are generally taking a passive position in your retirement planning, despite personal changes that should be addressed in your own family life.
- You just don’t want someone trying to sell you a plan – you are sick of salespeople --and just want to discuss without expectations. You want to learn without being sent slick brochures, and you don’t understand why companies think that you will understand them.
- You don’t know what questions to ask.
- You don’t think you can ever afford to retire so what’s the difference.
IF YOU MEET 3 OF THESE CRITERIA, Pension Parameters Financial Services will talk with you about your concerns for your professional practice as soon as possible.
“So many aspects of your business change through the years, and professional service companies are providing more services with less return in this economy in general,” says Kevin McCormack, President, Pension Parameters, “The fact is that most professional companies establish plans from referrals from their CPAs or lawyers. However, those professionals are not responsible for monitoring and managing your asset allocation strategy…your financial advisor is.”
He continues, “You need a checks and balances system in place to make certain that you are doing everything possible to maximize your dollars at this time, utilizing the level of risk that you can tolerate.”
All you need is to make a little bit of time. Contact Pension Parameters to set up a quick meeting time:
(732) 583-1313 or (212) 675-9360.
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