Financial Planning Personalized
Tools available to all Servant Solutions Members
Retirement is personal. Your plan to get there should be too. At Servant Solutions, we are able to offer multiple tools to help you reach your goals.
The following tools are available:
Education
Servant Solutions has access to dozens of do-it-yourself, free resources to help answer your questions about your finances. From worksheets to online tools, we have a resource that will fit you and your unique situation. Visit the Toolbox Series and choose which family of resources applies to your situation.
Principal® Retirement Wellness Planner
This tool is available at principal.com when you log into your account. You input your age, salary, other sources of income and spousal information. The calculators adjust as you enter different savings and withdrawal options. This is a great tool to check on your progress towards your retirement goals and receive a general score to give an indication if you’re on the right track.
target my retirement
Like the wellness planner, this tool is available at principal.com when you log into your account. Your personalized plan will be based on your current financial situation and dreams you provide. With this planning tool, you’ll be able to include information specific to your investments that lie beyond your account at Servant Solutions. As with the Wellness Planner, you are able to change inputs to see how scenarios change. You can receive recommendations for how much you should be saving now or spending in retirement, when you should take Social Security benefits and more.
in plan advice
Available at principal.com when you log into your account, this is an opportunity to make an appointment for a personalized, 1 on 1 meeting with a retirement professional. Using your Target My Retirement information, they can help you tackle your retirement challenges and get answers to your questions.
Jerry Fox, PhD, CFP®, Director of Financial Planning
Servant Solutions one on one financial planning
For our members with more complex financial situations, (and anyone incorporating the Housing Allowance into their financial plan) we offer in-depth planning with one of our on-staff financial planning professionals. If you are interested in digging deep into your finances, we will walk with you through the Servant Solutions Financial Roadmap process.
To begin the Servant Solutions Financial Roadmap process click the button below:
“We are so thankful for Servant Solutions! They took all of our investments, not just what we had through them, but everything we had – mutual funds, all of it together to make a complete picture for us. That was really an awesome resource to see it all together...”