Let us take you through some of these benefits:
Professionally Screened
Investments
To help you diversify your investments in the [ABC IRA – variable text] program, [Mesirow Financial, an independent investment advisory firm, – variable text] carefully screens thousands of mutual funds and ETFs to select top performing, low-cost options for your IRA.
Investment Advice
Review your retirement savings strategy anytime with our Investment Advice Engine provided through [Financial Soundings – variable text]. Our online investment questionnaire can help you make well-informed decisions when looking to invest your savings.
Retirement Readiness Report
Financial Soundings provides all investors with an annual report that assists you in making future retirement savings and investment decisions. This report is designed to give you a roadmap for meeting your retirement goals.
Online Access:
Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, [visit Financial Soundings – variable text], view transaction history, and more at your convenience.
Consolidate IRA’s
Looking to consolidate your retirement funds? [ABCIRA- variable text] also accepts transfers from other IRA’s and rollovers from retirement plans. You can also contribute additional funds to the account.
Customer Care
Professionals and Tools
ABC IRA – variable text] has self-service tools as well as trained representatives available to answer your questions and guide you through the process.
About Us
< SimplyIRA > has contracted with Financial Soundings Investment Advisor to provide Investment Advice for your IRA at NO ADDITIONAL COST. Working in tandem with the beta research team at Segal RogersCasey, Financial Soundings Investment Advisor has an age appropriate risk based model portfolio for your IRA assets
As an additional free service to you, Financial Soundings also offers unlimited access to their Retirement Readiness Portal where you can tailor the advice recommendation to fit your personal situation.
After logging into the <SimplyIRA> portal, click on the Manage heading followed by the link to Change Investment Strategy. From here you will see the option to Personalize My Investment Advice where you will be sent over to the Financial Soundings Retirement Readiness Portal.
While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, Financial Soundings helps Americans make their aspirations a reality.
Financial Soundings was founded to make unbiased financial services-previously available only through financial advisors-accessible and affordable for all Americans. What makes us unique is not only the ease-of-use of our programs, but also their unprecedented level of customization. We simply don’t believe in the status quo “one size fits all” approach.
Regardless of your age, income, or marital status, we’re here to help you find solutions to some of today’s most pressing retirement concerns.
With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!
For more information: To get the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information about us is also available on the Internet at adviserinfo.sec.gov.
Investment Options
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To learn more about opening and managing your IRA, click on our Frequently Asked Questions (FAQs) tab.