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Is your wealth intentional?

Cordant helps you design a purposeful plan for your wealth that supports your life, values, and goals.

our approach

Solutions

Our solutions are thoughtful, transparent, and objective - so you have peace of mind that your wealth is well-managed.

Financial Planning & Modeling

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

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

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.

Retirement Analysis

Retirement Analysis

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

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.

Tax Mitigation

Tax Mitigation

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.

Want to Learn More?

Click here to read about the scope of our integrated wealth services. Click here to read frequently asked questions.

Contact Us

Get in touch!

Call 503.621.9207 or email us to reach a Cordant team member.