Compass Point Retirement Planning, Inc.

Retirement Management Systems

Is Your 401(ok)

The Advisors of FlagStone Retirement Consultants have been helping people with retirement planning for many years.  Time and time again, our clients express how they wished they had done better with their employer retirement plan account investments — 401(k)s or 403(b)s, and how they would have liked to have had help managing these accounts during their working years.   While we have helped most of our clients with their 401(k)s to some degree, our goal of helping all our clients and their adult children in this regard has met with limited success.    

In days gone by, we were limited not only by the rules of the industry, but also by the technology itself.   The rules said we could suggest portfolios to use in company sponsored plans, but we could not make the changes directly – the clients would have to do it themselves a few times a year.  As you might imagine, this became a logistical nightmare!  We have struggled with these limitations and inefficiencies for a long time.

All that has changed…

 Retirement Management Systems, Inc. (RMS) – a company whose sole mission is to bring professional investment management to the participants of employer-sponsored savings plans.  With the RMS Savings Plan Management System, our clients can now receive a professionally allocated portfolio, and systematic rebalancing – automatically!  Many of our own advisors and staff have personally found the RMS program to be both valuable and convenient.  Now you can have professional investment management for your employer-sponsored retirement savings plan, too.

Our experience tells us that people who “fly solo” with their 401(k) are likely to be too conservative, too aggressive, or simply too emotional and allow sentiments to get in the way of making smart investment choices.  But you don’t have to go it alone any longer.  This program will let us help you:

Don’t struggle with your 401(k) investment choices on your own.  RMS can help professionally manage your 401(k) for the following fees:

Accounts up to $250,000 $20 per month     $240 per year
Accounts $250,000 to $500,000 $30 per month     $360 per year
Accounts over $500,000 $40 per month     $480 per year

 Some of our clients have even offered to pay the annual subscription fee for their adult children, to help keep them on track at an early age.  Enrolling in the program is easy, and can be done via telephone and email or via U.S. mail.  Our staff handles all the required paperwork, making it easy for you.

To sign up for this valuable program, or to speak with an advisor for more details, please contact us at FlagStone Retirement Consultants, 866-892-2081 or by email: info@FlagStoneRetirement.com

Thank you for your consideration.

The Team at FlagStone Retirement Consultants 

Retirement Management Systems (RMS) is a Registered Investment Advisor that will provide the active management services on your 401(k) account. FlagStone Retirement Consultants does not engage in 401(k) account management but may provide other financial planning services as investment advisor representatives of National Planning Corporation.

Securities licensed associates of FlagStone Retirement Consultants are Registered Representatives. Securities and advisory services offered through National Planning Corporation (NPC), NPC of America in FL & NY, member FINRA/SIPC. Flagstone Retirement Consultants, RMS and NPC are separate and unrelated companies.

 

Register Today!