Transitional

The Transitional Plan is for the investor with retirement in sight. They usually have less than 10 years until their planned retirement. They seek guidance on either pension selection, income analysis, or a mix of both. This plan will also incorporate a long-term care assessment and review for clients and their families.

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Osaic FA (OFA) and accompanying fee schedules. Clients should refer to their written agreement with OFA and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review OFA’s Form CRS and applicable Forms ADV Part 2A, which are available at https://osaic.com/fa.