Navigating a clear course toward your financial security.

Step 8.  Monitoring your Retirement Assets

It is important to conduct periodic reviews of your financial situation. You must check your asset allocation, rate of return and spending rate periodically, and adjust them as necessary.

Performance reporting:  We will send you quarterly performance reports that show the investment performance of your accounts. These reports will help you to monitor your investments.

Periodic reviews:  We would like to meet with you face-to-face at least once a year, or more often if you wish. We will help you adjust your plan as necessary during these reviews.  These reviews will give you the confidence to live the retirement that you planned and to move in the direction of your dreams.

We will send you periodic reminders to:

  • Pay your quarterly estimated income taxes
  • Take your required minimum distributions
  • Come in for your annual review

In summation, retirement income planning is a complex task, and too important to be left to chance.

Let the financial professionals at Three Bearings Fiduciary Advisors help you. Call us at 800-927-7365.

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