As part of our process, your documents will be reviewed and compared to the wants, needs, desires, and goals you discussed in our discovery meetings.
The chosen legal counsel will then recommend needed changes (if any) to meet the needs to achieve your goals.
Proper documents can make or break a good plan. It is wise, from our experience, to coordinate all the parts of the plan through our Pillar Planning Process. When one person or team leader oversees all the parts, there should be less chance of missing something.
Although there is no such thing as a perfect plan, working with an experienced team can make a difference.
For more information on the Pillar Planning Process, please contact our office at 724-837-3553! We look forward to serving your needs.
According to a 2011 study by Metropolitan Life, approximately 26% of all employees are taking care of someone.1 This means that approximately 1 in 4 of your employees is considered a caregiver. They go to work, then take care of someone else (many do this every day), then go to bed and start again the next day. This can cost your company tens of thousands of dollars annually. Some get tired and need time off. Some need to quit to take care of a loved one, meaning you’ll need to hire and train a new employee, costing you plenty. We offer a team of professionals to do “Ask the Pro” events or “Lunch and Learns” to help guide your employees to many resources that can help them get their lives back. Contact us for more information.
At Integrity Retirement Solutions, we have vast resources to help guide our clients through their health care needs as they age. This is yet another area that sets us apart.