Scarborough’s services and retirement planning process
With Scarborough, you will enjoy these valuable services:
- Individual investment advice through one-on-one meetings conducted in-person, by phone, or video conference.
- A complimentary Personal Retirement Plan® that provides you with a detailed report showing whether you are on track to meet your retirement goals.
- Retirement planning workshops and webinars covering topics such as avoiding common investment mistakes, budgeting, diversification, Social Security, and inflation.
- Investment portfolios tailored to your risk tolerance and objectives
- Educational website containing financial articles, calculators, videos on financial topics, and more
Through a simple yet powerful four-step process, union members are provided with a proven approach to retirement planning.