Your Path To Retirement
“Can I begin the planning process now even if most of my investments are held in my MSU retirement plan?”
Through a relationship with Fidelity and TIAA, we can manage your existing MSU 403(b) investment selection and pick from thousands of investment choices within the brokerage link platform. We can assemble and manage a custom portfolio based on your personal risk level and retirement goals, all within your existing 403(b).
Your 403(b) is one part of your family’s full financial picture. We can tie together all of your financial resources into a long term plan that focuses on your family’s values and goals.
Your financial plan should mesh with all of your personal life goals. The focus of our business is on building long term relationships with a foundation of mutual trust. It is our goal that your financial plan helps you to pursue a position of personal significance.
GUIDE TO RETIREMENT CLASS
Upcoming Classes: Please contact us with any questions about upcoming classes including how to register, content, location, etc.
Class Description: Planning for retirement can bring both excitement for the new phase ahead, but also stress with so many variables to consider. With so much to think about, we have dedicated this class to the process of sorting through the most crucial elements in a retirement plan. It’s important to separate the retirement factors we can control from the ones we can’t and assess our own path forward no matter how near or far retirement is away. This class is about you. Although we will discuss topics such as saving & spending, longevity, market returns & volatility etc., we invite all participants to ask questions and engage throughout the class in ongoing dialogue. Our goal is to answer your individual retirement planning questions and our hope is to to ease the stress of the unknowns as you think through retirement.
Who is teaching the class? We are a group of 3 investment consultants who have lived in the Lansing area our whole lives. We have a strong connection to MSU as alums (and fans!) of the University. Please see the rest of the site to learn more about our group or you can visit our business site Here.
Who should come to this class? Anybody thinking about how to address the most important elements in a retirement plan. This class is purely educational and our goal is to answer your questions and pass along important information in a relaxed and enjoyable setting.
This presentation was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice. If you are seeking investment advice specific to your needs, such advice services must be obtained on your own separate from this educational presentation.
Lansing Community College, MSU, TIAA, Fidelity, Retirement Legacy Group, Private Advisor Group and LPL Financial are separate entities.
ABOUT US
Our specialty is working with individuals who are interested in comprehensive planning leading up to and through retirement. As a result, we build long-term relationships with our clients. With over 40 years combined experience helping people deal with these major life events, the owners of RLG will analyze all aspects of your financial life to help you create a plan that helps simplify the high level of complexity and the risks facing you in retirement.
Our team of three investment consultants have decades of collective experience serving clients in the Lansing area and beyond. We are proud alumni of Michigan State and are proud to be a part of this community. For a more complete picture of our investment philosophy, service to commitment and broker dealer arrangement please visit our website.
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403blegacy.com 