Review your retirement goals with a Regional Financial Consultant
FINANCIAL CONSULTING SERVICES
Here’s how we can start
Assess Your Financial Information
Provide a Financial Analysis
Offer Ongoing Assistance
This includes periodically reviewing your progress, implementing the decisions you’ve chosen to pursue for your long-term financial goals; providing valuable information to consider to adjust your financial approach as your circumstances change; and answering questions or reviewing your financial analysis with you.
You have support for what’s next
You should consider the investment objectives, risks, and charges and expenses of the investment funds and, if applicable, the variable annuity contract, carefully before investing. This and other information is contained in the funds’ prospectuses and summary prospectuses and the contract prospectus or brochure, if applicable, which can be obtained by calling 800.468.3785 or visiting mutualofamerica.com. Read them carefully before investing.
Mutual of America’s group and individual retirement products that are variable annuity contracts are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment options you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should consider a variable annuity contract’s other features before making a decision.
Results of MoneyGuidePro® Financial Planning Software may vary with each use and over time.
IMPORTANT: The projections or other information generated by MoneyGuidePro® Financial Planning Software regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
There is no separate fee for Mutual of America’s Financial Consulting Services, although there are minimum account balance requirements. The information provided by Mutual of America’s Financial Consultants is educational in nature and is not intended to serve as a primary basis for investment decisions. Mutual of America’s Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America. Mutual of America and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.
Speak with a Mutual of America Financial Consultant today
Call Now
800.468.3785
Download the Brochure
Download the Brochure
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Net Worth Summary
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Net Worth Summary
Read More
Risk Assessment
Read More
Risk Assessment
Read More
Plan Summary
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Plan Summary
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Results
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Results
Results
Take a look at your current retirement savings. If you need more income than your retirement savings are likely to generate, consider increasing your contributions.
Determining a strategy for turning your retirement savings into income can be complicated. This is when a retirement expert can make a difference. Speak with a Mutual of America Financial Consultant today!
Probability of Success
68%
80%
Below Confidence Zone
In Confidence Zone
Probability of Success
Current
Balanced II
Plan summary
Experience shows that, over time, a diversified asset allocation strategy that is regularly reviewed to ensure that it is consistent with your time horizon and risk tolerance is a prudent approach for retirement saving and investing.
Risk assessment
The mix of investments that’s right for you depends on a number of factors, including your age, years to retirement, personal circumstances and tolerance for risk.
Net worth summary
By assessing your financial situation now, you will be able to consider the options available to you and the actions you can take to help achieve your family’s long-term financial security and help meet your retirement income needs.
$4,000,000
$2,000,000
$0
($2,000,000)
There is no separate fee for Mutual of America’s Financial Consulting Services, although there are minimum account balance requirements. The information provided by Mutual of America’s Financial Consultants is educational in nature and is not intended to serve as a primary basis for investment decisions. Mutual of America’s Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America. Mutual of America and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.
Call Now
800.468.3785
Download the Brochure
Assess Your Financial Information
Provide a Financial Analysis
Offer Ongoing Assistance
FINANCIAL CONSULTING SERVICES
Read More
Net Worth Summary - All Resources
Read More
Net Worth Summary - All Resources
Read More
Risk Assessment
Story title here
Read More
Risk Assessment
Read More
Plan Summary
Read More
Plan Summary
Read More
Results
Read More
Results
Assets Liability Net Worth
$900,00
$720,000
$540,000
$360,000
$180,000
$0
-$180,000
$4,000,000
$2,000,000
$0
($2,000,000)
Cash:4% Bond:42% Stock:54%
Cash:4% Bond:42% Stock:54%
Current
Balanced II
Current
Balanced II
Results
Take a look at your current retirement savings. If you need more income than your retirement savings are likely to generate, consider increasing your contributions.
Determining a strategy for turning your retirement savings into income can be complicated. This is when a retirement expert can make a difference. Speak with a Mutual of America Financial Consultant today!
Probability of Success
68%
80%
Below Confidence Zone
In Confidence Zone
Probability of Success
Mutual of America’s group and individual retirement products that are variable annuity contracts are suitable for long-term investing, particularly for retirement savings. The value of a variable annuity contract will fluctuate depending on the performance of the Separate Account investment options you choose. Upon redemption, you could receive more or less than the principal amount invested. A variable annuity contract provides no additional tax-deferred treatment of benefits beyond the treatment provided to any qualified retirement plan or IRA by applicable tax law. You should consider a variable annuity contract’s other features before making a decision.
Results of MoneyGuidePro® Financial Planning Software may vary with each use and over time.
IMPORTANT: The projections or other information generated by MoneyGuidePro® Financial Planning Software regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results.
There is no separate fee for Mutual of America’s Financial Consulting Services, although there are minimum account balance requirements. The information provided by Mutual of America’s Financial Consultants is educational in nature and is not intended to serve as a primary basis for investment decisions. Mutual of America’s Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America. Mutual of America and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.
Call Now
800.468.3785
Download the Brochure
Assess Your Financial Information
Provide a Financial Analysis
Offer Ongoing Assistance
Review your retirement goals with a Regional Financial Consultant
FINANCIAL CONSULTING SERVICES
Read More
Net Worth Summary - All Resources
Read More
Net Worth Summary - All Resources
Read More
Risk Assessment
Story title here
Read More
Risk Assessment
Read More
Plan Summary
Read More
Plan Summary
Read More
Results
Read More
Results
Assets Liability Net Worth
$900,00
$720,000
$540,000
$360,000
$180,000
$0
-$180,000
$4,000,000
$2,000,000
$0
($2,000,000)
Current
Balanced II
Current
Balanced II
Results
Take a look at your current retirement savings. If you need more income than your retirement savings are likely to generate, consider increasing your contributions.
Determining a strategy for turning your retirement savings into income can be complicated. This is when a retirement expert can make a difference. Speak with a Mutual of America Financial Consultant today!
Probability of Success
68%
80%
Below Confidence Zone
In Confidence Zone
Probability of Success
Approach tomorrow with confidence
As you plan for the future, much can change—major life events, advances and even setbacks. Along the way, it’s important to keep your financial priorities and savings goals in mind. With our extensive experience and the expertise of Regional Financial Consultants, Mutual of America can help.
Meet with a Mutual of America Regional Financial Consultant, who can assist you in reviewing your goals and priorities. Our Financial Consultants follow a disciplined process to evaluate your plan for a secure financial future and your retirement income needs, including pensions, personal savings and Social Security. They can:
Insurance products are issued by Mutual of America Life Insurance Company. Mutual of America Securities LLC, Member FINRA/SIPC distributes securities products. Mutual of America Retirement Services LLC provides administrative and recordkeeping services. Mutual of America Financial Group is the trade name for the companies of Mutual of America Life Insurance Company.
320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785 •
Mutual of America Life Insurance Company 320 Park Avenue, New York, NY 10022-6839
mutualofamerica.com • 800.468.3785
Our assistance can help you develop a long-term approach to your family’s financial security and your retirement income needs.
Your Financial Consultant will analyze your current financial position and explain the impact of risk tolerance and time horizon; review important financial strategies you can consider to achieve your long-term financial goals, such as asset allocation and diversification; and discuss the importance of protecting your family’s assets through life insurance and estate planning, including the role of wills, powers of attorney and healthcare proxies.
There is no separate fee for this service, although there are minimum account balance requirements. To schedule an appointment, call your local Mutual of America office, or call 800.468.3785 for assistance.
There is no separate fee for Mutual of America’s Financial Consulting Services, although there are minimum account balance requirements. The information provided by Mutual of America’s Financial Consultants is educational in nature and is not intended to serve as a primary basis for investment decisions. Mutual of America’s Financial Consulting Services do not create an investment advisory or a fiduciary relationship (including under ERISA) between you and Mutual of America. Mutual of America and its Financial Consultants do not provide tax or legal advice. Consult your personal tax adviser or attorney for matters involving taxation and tax planning and your attorney for matters involving personal trusts and estate planning.