Most of us rely on technology that makes life easier — Spotify knows what music fits your mood, Netflix lines up shows you’ll probably love, and Amazon seems to know what you’re running out of before you do.
Now imagine if your company’s retirement plan worked that way too.
That’s what an Advisor Managed Account (AMA) does, but with an added human touch for extra confidence and personalization via our retirement planning team.
Our AMA technology and retirement planning team learn about you — your age, income, goals, and comfort with risk — and builds a plan that’s personalized, professional, and always up to date.
No guesswork. Zero or minimal extra effort. Just a smoother path to retirement that adjusts automatically as life changes.
Matthew Unger
Vice President
Daniel Froning
Associate Director
Shikha Midha
Director
Joshua Grundhoefer
Analyst
Melissa O’Connor
Associate
Every individual enrolled in the Concurrent Advisor Managed Accounts (AMA) program will have direct access to our Retirement Planning team, as well as an exclusive website to access content and resources only for AMA-enrolled individuals.
In short, your Retirement Planning team serves as a trusted resource to help employees make informed, confident financial decisions tailored to their unique circumstances and enhances their AMA experience.
For more information, please contact cwas@poweredbyconcurrent.com or click below to schedule a call with a member of our team.
Browse and watch recordings from our past financial education labs.
Access a collection of financial planning resources covering retirement planning, workplace benefits, and long-term savings considerations. Click to download.
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When it comes to managing your wealth, you deserve more than just investments. You deserve clarity, confidence, and a partner who puts your best interests first. That’s why your advisor has chosen to affiliate with Concurrent. Our role is simple: give your advisor the tools and support to focus entirely on you.
