Hickok & Boardman Retirement Solutions
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The Participant Experience™

We believe in an “integrated” experience for your participants. Our experienced advisors have a process to guide participants at their level of familiarity. We collaborate with our clients to determine the right blend of enrollment, group, and individual meetings to suit your needs.

Services and Features

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Welcome On-site group enrollment meetings with individual follow up assistance available in the form of consultations, telephone, or email. 
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Individual Consultations Our qualified professionals offer one-on-one meetings with plan participants on topics such as:
  • Determining Risk Tolerance
  • Setting Retirement Income Goals
  • Retirement Savings Coordination with Outside Investments (IRA’s, spouse’s retirement savings, etc.)
  • Retirement Saving Projections and Saving Gap Analysis
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Customized
Group Education 		Customized group investment education meetings to address client requirements, including:
  • Asset Allocation and Risk Assessment
  • Understanding Market Downturns and Recoveries
  • Growth versus Value Investing
  • Market Updates

 Meetings can also be tailored to phases of
 retirement saving:

  • Getting Started (Saving Strategies)
  • Accumulation phase (In process of Gathering Assets)
  • Pre-retirement Planning (Within 5 years of Retirement)
  • Income Phase (Retiree Distribution Strategy)
 

HICKOK & BOARDMAN RETIREMENT SOLUTIONS, AN INDEPENDENT REGISTERED INVESTMENT ADVISOR. 346 SHELBURNE ROAD, P.O. BOX 1064, BURLINGTON, VT 05402-1064 | 802.865.8055
Raymond James Financial Services, Inc. is not affiliated with Hickok & Boardman Retirement Solutions. © 2007. All Rights Reserved.
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