Knowing Where You Are,
Helps You Get Where You Want to Go

One of the most helpful things we do for employees over age 50 is calculate a retirement analysis and asset allocation. We make it easy, and extremely relevant.

• Employee completes a data form.
• Logistic 401k Partners designs a comprehensive retirement analysis.
• Individual meeting with one of our CFP® and Investment Advisor Representative for a 30 minute in-person or phone meeting with employee to review it and help paint the picture of what retirement will look like. Working at your company until that happens.

The projections include social security, state and federal taxes, inflation, and leads to an expected after-tax monthly income. This would normally cost the employee several hundred dollars for a Certified Financial Planner meeting and analysis. With us, there is no participant charge – leaving them with this valuable benefit you provided.