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Retirement Planning - IPI in San Antonio Texas

Many people are aware of the financial risks they face, yet have done little to address the issues in ways that will make a difference in their long-term financial security. Having a pension that seems solid, a 401(k) or both may not be enough if your client has not planned properly and the overall portfolio is not optimally allocated.

Your objectives here are to help ensure that employer and non-employer based assets complement one another, not duplicate, and to offer additional solutions as needed. Our Retirement Planning Specialists are available to provide you the tools and guidance that enable you to better help your clients.

Based on a client’s risk profile and time horizon, you will aim to maximize performance and reduce risk through overall portfolio diversification. Retirement planning also factors in:

  • bills for health care and long-term care
  • potential expenses for caring for an elderly parent
  • the roles of Medicare, Medicaid, retiree health benefits and private health insurance
Sources and Disclosures

NO BANK GUARANTEE | NOT FDIC INSURED | MAY LOSE VALUE All Securities and Advisory Services offered through Investment Professionals, Inc. (IPI), a Registered Broker/Dealer and Registered Investment Advisor and member FINRA and SIPC. IPI is a subsidiary of Ameriprise Financial, Inc. The investment services offered by IPI are in no way affiliated with or offered by the bank or credit union where IPI may maintain an office. Customers work solely through IPI with respect to their investment, brokerage and securities transactions. IPI does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services. The products offered by Investment Professionals, Inc. are not insured by the FDIC, the NCUA or any other agency of the government, are not deposits or other obligations for the bank or guaranteed by the bank and involve investment risks, including possible loss of principal amount invested.

1 Best Companies To Work in Texas Source: February issue of Texas Monthly Magazine. Study conducted by the Texas Association of Business, TSC-SHRM and Best Companies Group. Of eligible respondents, 60 companies were chosen in the state of Texas. The confidential survey, data and analysis were handled by an independent research firm.

2 Top Places to Work San Antonio: Survey conducted by Quantum Market Research.

3 Fast Track: Qualifying companies & completed questionnaires are tallied by certified public accounting firm, BDO USA (formerly Carneiro, Chumney) on percentage of revenue growth.

4 Employee Benefits Research Institute. 2012 Senate Committee on Banking, Housing & Urban Affairs Submcomittee on Economic Policy Hearing

5 Pew Research Center. The Sandwich Generation: Rising Financial Burdens for Middle-Aged Americans. January 2013