This resource suite was specifically designed for people who are over 50, have recently retired, or will be retiring in the next few years, and who have been shaken financially by the events of March, 2020.
Our Disrupted Retirement Suite delivers:
Although your financial situation may not look like it did a few months ago, the information provided in this suite is an important step to getting your retirement plans back on track.
VIDEO: 4 Things You Can do Right Now to Get Your Retirement Back on Track
It may seem counterintuitive, but now’s the time to be proactive and think ahead. How so? Right now might be a good time to reassess your financial plan and even look for investment opportunities. Those are just two of the things Allworth Financial’s Co-Founder Scott Hanson suggests you consider doing right now to get your retirement back on track in the face of coronavirus market and economic uncertainty.
VIDEO: Navigating Financial Shocks
This is an in-depth look at how the markets have historically reacted under similar circumstances, how long the bear markets have lasted, and even the steps you should consider taking right now – particularly for those of you who are either retired or nearing retirement.
DOWNLOAD: 10 Interesting Facts About Bear Markets
This isn’t the first bear market, and it won’t be the last. But as a saver and investor, with history as a guide, here are 10 things to help you understand what we are dealing with and how long bear markets like this one have lasted in the past.
CONSULTATION: Free Consultation Appointment
When the pandemic hit, and companies began to either close physical offices, or lay people off, we decided one way we could help was by offering people over 50 an initial free phone or video consultation to assess their investment allocation, overall financial situation and retirement plan. During your free appointment, you’ll receive fiduciary guidance and recommendations from a credentialed Allworth advisor. This is an actual consultation, free of charge. You can use the information we provide to help improve your financial situation and to gain greater clarity and peace of mind.
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1The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.
2Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
3As of 08/20, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $9 billion in total assets under management and administration.
4Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.
✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.
✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.
†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
