Cordant helps transitioning Intel employees understand their corporate benefit options, leverage their existing assets, and develop a comprehensive, strategic wealth plan for moving confidently toward retirement.
We strive to provide our clients with a total financial picture, and to ensure that you’re prepared to take the next step towards your goals for life.
We help our transitioning clients:
Conduct Extensive Retirement Scenario Analyses
At Cordant, we believe that everyone should have confidence and clarity in their ability to retire. We run retirement scenarios that incorporate future spending and below average market returns, and run multiple what-if scenarios looking at major expenditures like long-term care planning and additional service needs upon retirement.
Create a Comprehensive Financial Plan For Retirement
Our custom Financial Blueprint provides clients with a clear picture of their unique wealth goals, and the subsequent steps to achieve them. Your Financial Blueprint serves as a strategic framework for building and preserving your wealth over your lifetime.
Our ‘Retiring from Intel’ whitepaper walks through the process and benefits of a strategic approach to retirement – download it now, and learn what you can do to achieve a clear, comfortable retirement.
Integrate & Manage Your Investments
By identifying your investment goals and risk tolerance, Cordant helps develop a tailored strategy to position you for long-term success. We leverage years of experience working with Intel employees to seamlessly integrate your Intel assets (401k, BrokerageLink®, Retirement Contribution and SERPLUS) with your external assets. Our framework helps clients better manage their Stock Options, RSU’s and ESPP shares held in your UBS account.
Our ‘Investment Integration’ whitepaper walks through the process and benefits of a holistic approach to managing your Intel retirement plan assets as part of your overall wealth – download it now, and discover what it takes to align your investment strategy with your goals for life.
Navigate Company Benefits
Our team is uniquely qualified to help you navigate Intel’s many corporate benefits – including healthcare & SERMA, investment options, and retirement packages. Our team can help you understand which of these benefits are portable, and which can be maximized after your departure. Your customized financial plan will take into account any Minimum Pension benefit or accelerated vesting (due to the Rule of 75 or reaching age 60), retirement packages, voluntary separation packages (VSP’s), and retirement pilots offered by Intel.
Reduce Unnecessary Costs
It is important to your bottom-line to pay attention to unwarranted costs. The Cordant team provides a clear picture of your total financial cost. We help clients reduce or, in some cases, eliminate expenses associated with certain investment vehicles and taxes.
Our ‘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.
Utilize Straightforward Aggregate Performance Reporting Tools
Measuring your financial performance 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 about Cordant’s comprehensive suite of wealth management services for individuals looking to transition from Intel to retirement.