Ramblings from Bob as to life, planning with purpose, what matters and thoughts of the moment.
- CheckPoints - Company Sponsored Retirement Plan Consulting and Implementation. Are you using a professionally competent retirement plan advisor? Strommen clearly is a professional in this field with a depth of experience and knowledge that is unique in the investment community that adds the needed competency.
1. Current and New Plan Design Consulting
2. RFP Development and implementation
3. Employee related services
4. Plan termination, distribution planning
- Wealth Creation, Management and Preservation. Is the approach, style and tools being used consistent with your attitudes, beliefs, risk tolerance? Are the results what you expect? Does your Investment Policy Statement guide your asset management?
1. Discovery Process to determine appropriate Solutions and Management Strategies
2. Investment Policy Statement Development
3. Separately Managed Accounts
4. Institutional, Mutual Funds and ETF Money Managers
5. Regular and Consistent Reporting and Assessment as to results and Investment Policy Statement
- Comprehensive Financial Planning with an emphasis on retirement, estate and asset management. Do you have a plan? Was the plan based on a fee or on an implementation assumption? Do you feel an objective, fee based plan is right for you? Is the plan update daily? Would you like it to be?
1. Comprehensive Financial Planning
2. Modular Planning...Retirement Readiness, College Education, Estate Planning, Insurnace Needs Analysis
3. Implementing Strategies, Products and Services identifieda. Money and Wealth Management Solutions
b. Mutual Funds and Wrap Fee Accounts
c. Insurance products