As a trusted advisor, you’re focused on helping your clients plan for retirement. Look to OppenheimerFunds for the retirement planning tools and resources to guide effective conversations, and help position clients for opportunities using a diversified portfolio strategy.
In addition to our marketing materials, we offer a variety of calculators, customizable postcards and an asset management tool to help you provide a comprehensive approach when servicing your retirement clients.
Whether your clients are just beginning to plan for their retirement future or nearing it, you can use our retirement calculators to help them plan and prepare for the road ahead while demonstrating your value as a trusted advisor.
Identify clients and prospects who can benefit from a custom report and share the results to encourage them to take action.
Mutual funds are subject to market risk and volatility. Shares may gain or lose value. Diversification does not guarantee profit or protect against loss.
This material is provided for general and educational purposes only, and is not intended to provide legal, tax or investment advice, or for use to avoid penalties that may be imposed under U.S. federal tax laws. Contact your attorney or other advisor regarding your specific legal, investment or tax situation.