Services

ALBERTINO FINANCIAL is part of the Hanson McClain Retirement Network, a national affiliation of independent financial advisors who specialize in working with Telecom and Utility company employees. We have a great deal of experience in your company pension and savings plans. We are committed to educating them in preparing for and transitioning into retirement. The network has assisted thousands of employees throughout the country in making wise decisions about their future.
This is accomplished through Workshops
Attendance at one of our workshops commonly leads to the IPRO. The IPRO (Independent Personal Retirement Overview) can only be received from a Hanson McClain office. It is a complimentary preparation tool, tailor made for Telecom and Utility employees, to plan for retirement and make the process simple and more convenient.
Once someone has taken advantage of periodically updating their IPRO with our office, when they come to a retirement decision, our Retirement Services make the transition as easy and stress-free as possible. We provide such things as:
- Requesting and accurately completing all necessary company paperwork
- Establishing IRA and investment accounts for rollover of funds
- Creating an investment strategy tailored to your needs.
- Evaluating other financial issues that may affect your well-being
- Meeting regularly with a financial advisor to review your situation
- Having confidence that someone you trust is watching over your nest egg
TO REGISTER FOR A WORKSHOP, REQUEST AN IPRO OR TO FIND OUT MORE ABOUT OUR RETIREMENT SERVICES, FILL OUT A REQUEST UNDER THE "CONTACT US" TAB OR CALL
630-368-1190
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