Who Steps RetirementImproving your quality of life after retirement requires a comprehensive, strategic wealth plan.

Cordant’s team of highly-skilled wealth planning and investment professionals equips retired clients with a clear direction and understanding of the options available – so you can protect and grow your assets through strategic risk allocation.

We help our retired clients:

  • Integrate & Manage Your Investments

    A comprehensive, strategic financial plan can ensure that your investment portfolio positions you for long-term success. The Cordant team takes a holistic view of your assets – establishing directives, evaluating current performance, and adjusting risk management strategies as necessary.

    Wp Managing Investment AssetsOur ‘Managing Investment Assets in Retirement’ whitepaper walks through the process and benefits of an integrated approach to managing your assets – download it now, and discover what it takes to align your investment strategy with your goals for life.

  • Reduce Unnecessary Costs

    Cordant provides a clear picture of your total financial activity. We help clients understand how to reduce or, in some cases, eliminate expenses associated with certain investment vehicles, coordination of services, and tax spending. We champion transparency and understanding in every action we take, and offer financial education to other members of your family as necessary.

    wp-costs-managing-wealthOur ‘Costs of Managing Wealth’ whitepaper walks through the three primary classifications of wealth management expense, along with key characteristics of each individual cost – download it now, and learn how to gain control over unnecessary fees.

  • Mitigate Taxes

    Through our asset location process and coordination with your CPA, we help retired clients mitigate additional tax expense while leveraging all assets and retirement accounts. We communicate directly with your CPA, providing them with quarterly information and annual tax packets, saving you precious time when estimating and filing taxes at year-end.

  • Create a Comprehensive Financial Plan

    Our custom Financial Blueprint allows retired clients to prepare for the future –accounting for variables like long-term care, estate planning, and wealth transfer. By developing a clear picture of your assets and balancing risk appropriately, you can take confidence in a continuous return over your lifetime and beyond.

  • Utilize Aggregate Performance Reporting Tools

    Measuring your financial performance and spending should never be a guessing game. Cordant leverages an aggregate reporting tool to track our client accounts – no matter where they are held – from a single point of access. View your consolidated holdings, tax information, and receive consolidated daily performance reportings – all in one convenient location.


Interested in learning more? Visit our ‘Our Solutions’ to learn more about Cordant’s comprehensive suite of wealth management services for former Intel employees.