For P&G employees and alumni, choosing a wealth management firm is one of the biggest financial decisions you will make. The options for financial advisory and investment services can be overwhelming, and the key is finding a team that will deliver value by connecting the dots of your financial life. The Truepoint experience is more than just the management and distribution of your PST and SP – it’s providing you and your loved ones with a dedicated team and innovative plan that aligns your values and generates happiness, not stress.
We get it – life is very busy at this stage. A demanding career and personal obligations are all competing for your attention. But some of the decisions you can make now may provide incredible opportunities down the road.
Some of the questions you might be considering include:
With retirement from P&G starting to come into the forefront, it’s time to get even more tactical when it comes to planning. While you’re still managing a full workload and possibly some changes in your personal life (like children leaving the nest).
These are some key considerations you may be pondering:
Retirement is just around the corner, and if you’ve done the right planning with the right team, you’re well on your way. But if you haven’t worked with an advisor until now, it’s not too late (in fact, we strongly believe that it’s never too late to find the right advisor relationship).
Here’s what might be going through your head right now:
Whether you decide to embrace a more traditional retirement to pursue life’s pleasures or feel drawn to consulting work or a “second act”, you should take pride in your P&G tenure and plan to use the savings and investments to help fund this new phase of your life.
At this point, many P&G alumni consider the following questions:
Retirement is here! Hopefully, you’ve given some thought as to how to spend your time. Retirement isn’t just about having the right financial plan in place – it’s about making the most of another important currency: your time.
By now, you likely have a good plan, and you may be thinking about questions like:
We offer deep experience and broad perspective on the specific financial issues faced by P&G employees and retirees. We admire the company’s commitment to excellence and have designed a tailored service model and approach to meet those high standards. Our team is here to help you gain clarity and confidence about your near-term choices and long-term goals.
We’ll send you a monthly newsletter to help you think through the key questions regarding retirement.