Definition
Programs that help people of all ages plan financially for retirement. Services may include a review of existing assets, retirement goals and expected retirement income and assets; analysis of options which may include work-related and individual retirement accounts, investments, savings accounts, trusts, annuities and insurance policies; and assistance in formulating strategies for money management, asset growth and protection, and realistic goal setting based on the client's age, current lifestyle, financial obligations and future earnings potential.
URL Name
DM-7150
Third Level Code
DM-7150
Taxonomy Code
DM-7150
Parent Code
DM
Family Code
D
Second Level Code
DM
Publication Status
Online