Employees of GE, one of the world’s great companies, must address these and other unique questions if they are to shape the right retirement plan and retirement investment portfolio to make good near-term decisions and achieve long-term goals. Though retirement may seem like a future concern, the planning and investment decisions you make today can have a big impact down the road. That’s why engaging the right advisor and building the right plan are so important.
Truepoint has worked closely with GE executives for decades, gaining deep experience and broad perspective on the specific financial issues faced by both GE pre-retirees and retirees. Our independent approach and integrated service model is designed to be different and to deliver clarity and confidence to our clients’ lives.
An Integrated Approach – Like Having a Personal CFO
Truepoint’s tailored pre-retirement service for GE employees brings together specialists in tax management, financial planning, risk management and estate planning to give you a holistic and customized plan, as well as “big-picture” views of key questions – including how much income to defer and how to minimize tax liabilities. Easy access to an integrated team of specialists means you don’t have to be the “middle man” and coordinate multiple advisors.
It’s a different approach from other wealth advisors, but one that’s designed for a better experience. Plus, the “Truepoint Way” has delivered strong investment performance, extraordinarily high client satisfaction and increased efficiency in planning and execution.
A distinguished career at one of the world’s great companies is something to be proud of. And Truepoint is certainly proud to serve many GE retirees.
Contact a Truepoint advisor today to learn more about how we can help you gain clarity and confidence about your near-term choices and long-term goals.