We'll provide advice every step of the way.
Your SecurePath team can provide you with advice on all things retirement. When can I afford to retire? How much will I need? How can I turn my savings into income? How can I make sure my money lasts? Whatever your retirement questions, we can provide practical answers tailored to your situation. Here's the process we typically take to arrive at those answers.
Analyze your needs.
First, we'll help you clarify your goals. Then we'll assess what progress you've made so far and where you need to go from here.
Manage your investments.
Based on our analysis, we can recommend a managed portfolio for you.
Customize your retirement strategy.
If you'd like, we can tailor a personalized retirement plan or retirement income strategy for you.
Monitor your progress.
We'll also help you stay on track by providing ongoing monitoring, quarterly updates and annual check-ups.
The SecurePath Advisory Services program is offered through Transamerica Financial Advisors Inc., (TFA), a registered investment advisor. To learn more about the available investment options, fees and charges and financial planning services included, call 866-248-9421 to request a copy of TFA's Form ADV, Part II brochure.
SecurePath financial advisors are registered representatives and investment advisor representatives of Transamerica Financial Advisors Inc., (TFA), member FINRA, SIPC, and Registered Investment Advisor.
