Reliant's 403(b)(9) Broker, Michael Clark, is happy to offer 20 minute consultation meetings with any interested Reliant Employee. Whether you are newly enrolled, trying to figure out finances in life changes, or just want a financial check-up, he is an excellent resource.
As an employee in one of our retirement plans, I want to reach out to see if you have any questions about your account or would like to set up a 20-minute Zoom meeting with me. We can discuss your retirement plan at work and any other account you may have set aside for retirement. Over past month, I have been reviewing how much risk people are taking and if the plan at your job is working together with any outside account or investment you may hold. Since you are in one of our retirement plans, this is a service we include to supplement what we do with your employer (reviewing performance of offerings, analyzing cost, etc.). I already have access to your account at work, but if there is something else you would like to me to review (Social Security statement, old 401(k), inheritance account) please feel free to send it to me ahead of time.
Sincerely,
Michael Clark CFP®
CERTIFIED FINANCIAL PLANNER™
To set up a Zoom meeting with me, please email my assistant Cori.Chestney@RaymondJames.com
