Helping CAT Employees

By Jim Kreid

For most employees, their single largest asset is their 401(k), however most people don’t know how to invest their employer plan.

According to the study by Financial Engines and Aon, on two 45 year old who invested $10,000 (people who get help with their 401k) normally retire with 79% more money at the age of 65. We help answer some of retirement’s largest questions.

  • When is the right time to take a pension?
  • How should I take my pension?
  • When do I take my Social security.

Although an employer plan is often the largest asset, it isn’t the only asset. We are able to provide comprehensive financial planning that offers CAT employees and retirees an overview of their full financial picture.

How Do You Help CAT Employees?

We’ve worked with dozens of Caterpillar employees and retirees to provide them with a plan that addresses all of their financial questions.

Comprehensive Planning

Our planning approach covers more than just your employer plan. We look at your entire financial picture and give you specific advice to suit your personal retirement needs.

What is Values Based Investing?

Values based investing combines what you stand for and invests your hard earned money into companies that share the same beliefs as you.

ESG vs. Values Based Investing

Values based investing takes the opposite approach of ESG. Rather than using your dollars for a “woke” agenda, you can invest your money in companies that share and support your same values.

See what your “Social” score would be based on ESG Standards

Order of Withdraw Strategy?

Taking money out in the right order can make a significant difference in retirement. Saving and investing is important, but once you’re retired how you spend your money is just as important.

Behavioral Coaching?

If we can show you a plan based on historical data, we can make a more level-headed decision with how we manage money and emotions.

Biblical Responsible Investing

We help our clients invest in companies that share their same Christian values, not just exclude companies that don’t.

Make A Difference

We all want to make a difference in our world, using our money to support those that share our same beliefs is a key way to bring about change.

Ready to Check Your Investments?

START A CONVERSATION AT SR724.COM