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Known by its consumer brand, SecurePath™ by Transamerica, this new service of Transamerica Retirement Management, Inc. (TRM), can help pre-retirees with their transition into retirement by providing resources, education and strategies designed to focus on all aspects of retirement, not just the financial equation.

Through its Web site at www.securepathbytransamerica.com, visitors can view articles and videos and utilize tools that help educate and entertain on many topics related to what's facing the Baby Boomer generation as they enter retirement.

Through its innovative workshops, SecurePath™ by Transamerica provides consumers with an experience that helps them envision their retirement in a way that helps them map out a plan for the next stage of their lives.

Plus, consumers get full access to a team of financial advisors who are licensed registered representatives and investment advisor representatives of Transamerica Financial Advisors, Inc., a registered broker/dealer. These advisors understand that most pre-retirees have worked hard to accumulate assets for their future, relying on a steady income, health coverage and long-term benefits that were likely supplied by an employer.

Heading into retirement, everything changes. The task of creating regular income passes squarely into the retirees' hands. Beginning with just a phone call, advisors at SecurePath™ by Transamerica provide:

  • Personalized advice and guidance, delivered through a team approach;
  • A review of each pre-retiree's financial situation, including essential and discretionary expenses, income sources like Social Security, and long-term asset protection;
  • Development of an investment strategy to make hard-earned assets last a lifetime; and
  • A variety of sophisticated tools to help pre-retirees understand their goals and strategies, and map out the next steps for a successful transition.

Financial advisors at SecurePath™ by Transamerica are experienced professionals who don't work on commission. Instead, advisory fees apply to advisory accounts, and trading fees and charges apply to brokerage accounts.

Brokerage services are also available to individuals who are interested in doing their own investing with professional assistance, with access to a wide variety of fund families, as well as other mutual funds, stocks, bonds, U.S. Treasury securities and cash management products.

Additional information can be found at: www.securepathbytransamerica.com

 


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