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Comprehensive Planning

Choosing a financial planner may be one of the most important decisions you make for yourself and your loved ones.  A certified financial planner can play a central role in helping you meet your life goals and achieve long-term financial well-being.  That’s why Servant Solutions offers individualized comprehensive financial planning for all our members.  Want to know more about the benefits of financial planning? Schedule an appointment and begin planning for your future now.

Observations & Expectations of the Current Market

Vince Birley, Ron Blue & Co.

Vince Birley, Ron Blue & Co.

At the start of another volatile week (8/24/15)  in the investment world, we wanted to briefly touch base to assure you that our office is closely monitoring what is going on and proactively determining how to respond (or not respond).

We cannot predict how much the markets may rise or fall, but if we look at the fundamentals of the U.S. economy and the condition of most U.S. companies, we think that those with calmer heads and steady hands will make it through this “not unexpected” market downturn.  The U.S. market has gone almost 3 ½ years without a 10% correction, and the Chinese market had soared into bubble territory over the past year.  This recent downturn is bringing some sanity back to the markets and to some stocks that were overpriced.

For now, we believe it’s important for investors to remember that volatility is normal.  Unexpected events are to be expected.  And the future will continue to be uncertain.  So, patience and conviction to your investment strategy are the undervalued qualities to embrace at a time like this.

We’ve provided a link below to a short podcast from Vince Birley of Ron Blue and Co., our Investment Advisory partner.

https://vimeo.com/137179127

password: ronblue

We will continue to send you updates as warranted.  In the meantime, please contact us with any questions you may have.

We’re Here To Help

If you’re not a member yet, click on Prospective Member Info to find the information you need to begin your retirement plan.

If you don’t find what you’re looking for here, just email our office or call (800.844.8983) with any questions about your account.

LIFEFUND “ADDITION” & “RETIREMENT”

The LifeFunds Age-Based Portfolios operate on a “glidepath” growing more and more conservative as retirement age is approached.  Every five years (including this year) a new LifeFund is added on the younger end and another is “retired” into the Heritage LifeFund.  Effective March 9th, the new “LifeFund Age-Based Portfolio:  1975+” is being added and the current “LifeFund Age-Based Portfolio:  1935-1939” is being retired.

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LifeFund Investment Fund Updates

American Century Investments Diversified Bond has joined our platform of investment options and replaced the segment within the LifeFund portfolios formerly held by PIMCO Total Institutional Return Fund.

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