IPRO

The IPRO is a one on one meeting with an expert in your company's pension and savings/thrift plan.  We are committed to educating telecommunication and utility employees and helping them plan for retirement.  

THE IPRO WILL HELP YOU PLAN BY:

  • Evaluating your current financial situation
  • Analyzing your company's pension and savings/thrift plan
  • Projecting various retirement income scenarios
  • Explaining complex financial concepts in an easy-to-understand format in a relaxing, no-pressure setting
  • Providing a list of "action items" to take home for future planning

AS ALWAYS PROVIDED WITHOUT COST OR OBLIGATION!