Helping the younger generations reach their financial goals is at the core of what we do and why we are here. Through the Generational Advice Program (GAP), the team at RAA can assist your children/grandchildren with preparing for their financial future. See below for current GAP offerings.
Reviewing your 401(k) each year is essential to ensure your current contributions are contributing to your long-term financial goals. Our complimentary 401(k) review includes a risk tolerance assessment and a review of current investment allocations (if applicable).
Estate Plan Review:
Oftentimes, young adults have only a simple Will or worse - no estate documents at all. But there are components of an estate plan that everyone, regardless of age, should have in order. Our complimentary estate plan review will include a review of current documents (if applicable) and assistance to get necessary documents in place.
You may enroll in GAP without choosing to have a 401(k) or estate plan review, as more offerings will be introduced in the future. In addition, we will also have relevant articles and blog posts.
Please fill out the form to enroll in the Generational Advice Program, request a 401(k) review, request an estate plan review, and/or request to speak with an RAA Relationship Manager.
Please note: GAP members will only receive communications related to the program and may opt out at any time.