This is the “Done For You” FREE RetireCode Consultation Package (subject to availability) With this option, you will not be receiving any software or have anything to download or install. Work with one of our advisors who will collect your pension data and run an analysis for you. This option is well suited for pension plan participants who do not have an advisor or who wish to work with an advisor who is experienced with the Retirecode LSVA 3.0 software.
Included in this package:
- Initial telephone meeting for introductions and to gather your pension data
- A Registered Financial Advisor, experienced with our software will conduct your analysis
- Results will be presented to you via web meeting (Zoom)
- Instant Access to RetireCode Member Resources!
- This is a limited offer, based on the availability of appointment times for our advisors!