Our goal is to help people retire successfully. To accomplish this goal, we designed
the site to flow logically from one section to the next. We have four major sections
inside the site - Homepage/Alert, Education, Financial Planning and finally, Investment
Decision-making via our copyrighted "Target Questionnaire."
Section 1: Homepage
As you know, the homepage flashes news alerts and is the entry point to our site.
Section 2: Education
In this section, we emphasize education - about finances, investing, life style
issues and more. We all know that there are many pre- and post-retirement issues
that aren't strictly about finances and money. Though your income needs are paramount,
we want to make sure that you also think about the other issues.
You'll be able to search topics, and then choose whether you prefer to read full
articles or examine frequently asked questions (FAQ's). We’ve got thousands of FAQ's
and articles for your perusal, and we're adding more all the time.
Additionally, you'll have access to a wide variety of calculators and tools designed
to help with the tough decisions that anyone even considering retirement must answer.
You will also receive a free monthly E-newsletter with four to six relevant articles
each month.
Section 3: Refining the Investment Decision via the "Target Questionnaire"
In Section 3, we offer another free section designed to help you determine your
ideal investment vehicle. Our copy-righted "Target Questionnaire" was constructed
to help you in the decision-making process by asking you to answer a series of questions
that will guide you through various aspects of suitability, asset allocation, investment
vehicle selection, cost analysis and more. At the end of the process, which should
take less than 30 minutes, the "Target Questionnaire" will generate a personalized
report in a .PDF format for you to save or print.
Section 4: Developing YOUR Investment Policy Statement (IPS), YOUR Risk-adjusted
Asset Allocation Model, YOUR personal Financial Plan and lastly, Researching the
elements that are relevant to YOUR Investment strategy
For a modest fee, you will have access to four (4) key elements that are critical
to a successful retirement: the creation of a Retirement Financial Plan, a Risk-adjusted
Asset Allocation Model, and a personalized Investment Policy Statement, as well
as access to specific investment research. More importantly, you will have access
to free advice from Certified Financial Planner® professionals (CFP®), Certified
Investment Management Analysts® (CIMA®) as well as specialists in senior-related
topics. Go to "Benefits of DIY Retirement" to see a sample
of each of the above reports.
Additionally, we'll analyze the options in your company's retirement plans (your
401k, 403b, 457, TSA, etc.), your variable annuity or life contract, and any mutual
fund families that you own, then we will make recommendations as to which investment
choices are a "best fit" for you according to your personalized Risk-adjusted Asset
Allocation Model and we will automatically send you our suggested changes to your
portfolio as they arise.
Further, you will have access to some of the best research available, sent directly
to you. You can check out virtually any mutual fund or variable annuity or variable
life insurance sub-account via Morningstar's top rated research and analysis, as
well as stock research and analysis from such well known sources as Standard &
Poor's, Zack's Investment Research and Valueline Research. We even take the aggravation
out of the process for you - you just tell us what type of information you're looking
for and we'll take it from there by conducting all of the relevant database searches
for you.
Click here to register!
