Our solutions are thoughtful, transparent, and objective - so you have peace of mind that your wealth is well-managed.
Financial Planning & Modeling
According to the 2012 Household Financial Planning Survey only 31% of respondents said they had a comprehensive wealth plan. Cordant helps you define your financial vision and values, set goals, and carve a path to reach them. We use our Financial Blueprint to design a custom-tailored strategic framework for building, preserving, and managing your wealth over your lifetime and even beyond. By establishing a direction and navigating your options for reaching your goals, Cordant helps you move confidently toward financial success and live life to it’s fullest.
Integrating & Managing Your Investments
Cordant takes a holistic view of all your assets. We develop a tailored strategy that integrates your Intel assets (your 401k, BrokerageLink®, Retirement Contribution and SERPLUS) with the remainder of your assets. Additionally, our framework can help to better manage the Stock Options, RSU’s and ESPP shares held in your UBS account.
Navigating Company Benefits
Cordant’s experience working extensively with the employees of Intel has led to a deep expertise in navigating the many corporate benefit choices available. We help you make the best decision regarding your healthcare options and SERMA benefits. Incorporating any Minimum Pension benefit and accelerated vesting, due to the Rule of 75 and (or) reaching age 60, into your customized financial plan leads to greater confidence that you can achieve your financial goals.
We have experience navigating the retirement packages, voluntary separation packages (VSP’s), and retirement pilots periodically offered by Intel. It is important to analyze these plans in light of your individual circumstances and personalized financial plan. Additionally, we complete extensive retirement scenario analyses to help navigate long-term care planning and options.
Aggregate Performance Reporting
At Cordant, we believe the best outcomes are achieved when your wealth is managed and viewed holistically. We provide consolidated, daily performance reporting across all your accounts, both those at Fidelity and elsewhere. You can login any time to view your consolidated holdings, tax information, and account performance - even in the middle of the night.
Through our asset location process and coordination with your CPA, we aim to reduce the taxes you pay. Studies (ii) show that you can save 0.20% - 0.23% annually by taking advantage of an asset location strategy between your Fidelity retirement accounts and your other assets. Additionally, we provide an annual tax packet to your CPA, saving the amount of time required to file your taxes at year-end.