Plan Your Financial Future

A MODEL FOR 401(k) ADVICE

Did  You Know That You May Be Able To Hire Your Own Personal Advisor To Manage Your 401(k) Account While You Are Still  Working.

  • Increased Availability to Investors – If your Employer’s 401(k) plan offers a Self-Directed Brokerage Account option, then you may be able to hire your own, personal money manager who develops a strategy to fit your needs, your goals, and your risk tolerance.

  • Increased Returns, Increased Success – Studies show that investors who work with an advisor have higher returns, have a higher probability of reaching their goals, and have peace of mind due to their relationship with a Trusted Advisor.

  • Your Retirement DNA – Hiring your own 401(k) advisor/money manager allows you to experience a fully customized solution to your unique retirement goals including the goal to build up enough assets to provide adequate income to meet your needs throughout retirement. To accomplish this, you need a plan. That’s where we can help.

Ways we can help you to

PLAN FOR YOUR RETIREMENT

No matter what stage you’re in – early in your career, actively contemplating retirement or already retired – we're here to help

401(k) MANAGEMENT

Our team can  manage your 401(k) account  held with your employer. In some cases, we’re able to manage your 401(k) account by making the investment changes for you and acting as your asset manager. In other cases, we email you changes and then you log in to your 401(k) site to make the changes.

PREPARING FOR RETIREMENT

Your goal should be to begin building up enough assets to provide adequate income to meet your needs throughout retirement - accounting for factors like increased longevity, healthcare costs and inflation. To accomplish this goal, you need a plan.

 

 

ALMOST TO RETIREMENT

As you approach the end of your career, you may have questions about what comes next or if you’re ready emotionally. Together we uncover the answers, address any concerns you may have & update your estate plan to reflect your current wishes.

 

 

LONGEVITY PLANNING

With the right plan, we bring your vision into sharper focus, so you can enjoy the lifestyle you want and deserve. Keep in mind that the planning doesn’t stop when your paychecks do. It’s a continuous process that goes on all the way through retirement.

 

 

LEARNING VIDEOS

a proven

let's get to

THE HEART OF

THE MATTER

Turning points in our lives present us the opportunities to move forward in a positive or new direction. That’s why we bring together the head and the heart as we help clients discover what’s important to them and empower that change. By incorporating the logic of investing along with empathy and understanding we help our clients take charge of their financial future and move forward with confidence.

SPEAK YOUR

TRUTH

the head

After our discovery meeting, we’ll present you with your Total Client Profile based on personal conversations and practical solutions.

the heart

See how our thoughtful approach helps us understand clients and do what’s

right for each of them.

With longtime client relationships spanning several decades, The Pastor Financial Group has proved able to help beyond investing money – but rather to help you use your money to enjoy your life. Since 1989, our lead advisor, Renée Pastor, has concentrated on providing quality financial and investment advice to individuals who have reasonable long-term goals and who share the team’s philosophy toward the financial markets.

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