Advisory Services

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Advisory Services

Personal Asset Advisory Services can help you meet your fiduciary and administrative obligations while providing employees with personalized strategies and recommendations to help keep them focused on their long-term goals.¹

PLANSPONSOR of the Year winner Crate and Barrel shares insights and the success they had implementing Dynamic Retirement Manager.

Personal Asset its affiliates are not affiliated with the author or responsible for the third-party content provided.

New DCIIA research provides insight from plan sponsors adopting dynamic QDIAs.

Personal Asset and its affiliates are not affiliated with the author or responsible for the third-party content provided.

We are a true fiduciary providing specific and personalized advice in employees' best interest.

Shouldn’t your employees’ retirement savings be as unique as they are? Advisory Services connects with employees via the channels they prefer - digitally, over the phone, virtually or in person - with support from investment advisor representatives.

Fiduciary advice is provided on topics like:

Savings
Investing
Retirement spending strategies
Distribution
Financial wellness (e.g., budgeting, debt management, financial planning)

Fiduciary advice available when people want and need it

Part of a comprehensive program
Quick, point-in-time check-ins

How does your default investment option evolve to meet the unique needs of your employees? Consider Personal Asset Dynamic Retirement Manager™²

Dynamic Retirement Manager graphic based on age of participant

Online advice

For those looking to validate and implement the strategy they've created, Online Advice can help.

1 Personal Asset Advisory Services, offered by Personal Asset Advisory Group, LLC, a registered investment advisor, provides a suite of services that includes managed and implemented personalized retirement strategies called My Total Retirement or the Professional Management Program.

2 The managed account service offered through Personal Asset Dynamic Retirement Manager™ is provided by the named registered investment adviser as defined by the advisory services agreement.

By accessing this content, you are certifying you are a plan sponsor or financial professional.

EFSI is an affiliate of Personal Asset Retirement, LLC; Personal Asset Funds, Inc.; and registered investment adviser Personal Asset Advisory Group, LLC. This material is for informational purposes only and is not intended to provide investment, legal or tax recommendations or advice.