Customized Retirement Strategy
Experienced professionals get to know your individual situation and consider your goals to create a plan designed specifically to help you reach the future you want
My Total Retirement™ delivers a strategy that is:
We tailor a custom strategy to your unique needs and goals, monitor your investments, and make changes when needed.
You don’t have to be an investment professional; we do the work for you. This may help you feel confident that you’re on track to meet your goals.
We look at your full financial picture to ensure you have a complete plan that addresses your saving, investing and retirement income needs as they evolve across each stage of your retirement journey.
You have ongoing access to investment adviser representatives.
If you prefer to manage your own strategy, you can take advantage of Online Advice.1
Less variation in returns for managed account users vs. do-it-yourself investors.
Estimated income in retirement compared to standard withdrawal strategy of 4% (adjusted for inflation).
1 Online Advice and My Total Retirement™ are part of the Empower Retirement Advisory Services suite of services offered by Advised Assets Group, LLC, a registered investment adviser.
2 Advised Assets Group, LLC, Internal Rate of Return (IROR) All Segments Study, 2017. The participant return distribution included in this study is used to illustrate the difference between those participants within the 90th percentile and the 10th percentile to preserve statistical integrity of the data reported. Refer to the study, available through AAG, for additional disclosures and methodologies.
3 Morningstar Investment Management, LLC, Alpha, Beta, and Now… Gamma. August 28, 2013