Effective January 1, the Foremost Graphics Retirement Plan is migrating over to Fidelity Investments, Empower, or staying with Transamerica with the support of Calder Investment Advisors.
With this change, you are going to have expanded opportunities to receive personalized one-on-one financial guidance and advice directly from the professionals at Calder, and you’ll have a world-class online customer service experience at Fidelity, Empower, or Transamerica.
LEARN MORE AT A GROUP MEETING!
Calder will be onsite in December for a group discussion on these plan changes and to provide some savings strategies to consider. This will be an opportunity to ask questions and sign up for a one-on-one meeting with Calder the following weeks.
MEET ONE-ON-ONE WITH US!
As a participant in the Foremost Graphics Retirement Plan, you have on-demand access to financial advisors at Calder at anytime! During this transition, Brian and Daren will also be onsite to make it easy to connect with us. We’re here to answer questions you may have about the changes.
We can also help you put together a comprehensive financial plan through our Financial Agility Planning Platform. Our platform gives you three key financial metrics so you know your financial situation at a glance. These metrics consider prevalent financial risks and evaluates your financial strength or vulnerability against each. We then work with you to create a comprehensive financial plan to mitigate and/or overcome those risks, giving you the financial peace of mind you deserve. Click below to view a sample report and understand what data you should know in advance of booking a Financial Agility consultation.
SCHEDULE YOUR ONE-ON-ONE BELOW!