Sign me up!

complete and give to your payroll manager

call Randall & Hurley: 877-895-5146
for help logging into your account and using the secure website
call Mike Grimme: 425-633-0309 
for saving and investing questions while your are working

Investment advice and financial planning offered through Park + Elm Investment Advisers, LLC, a registered investment advisor, DBA ClearPoint Financial Partners. Park + Elm Investment Advisers, LLC, and ClearPoint Financial Partners are separate entities.

Retirement Planning & Advice

Planning for retirement can be overwhelming for many Americans.

  • How much should I save? 

  • Which investments are right for me?

  • How much will I need in retirement?

Your employer has hired ClearPoint Financial Partners to help you develop a plan for your financial future. 

The first step is to schedule a retirement planning meeting with ClearPoint Financial Partners by calling or emailing your advisor, at:

425-633-0309

team@clearpointfp.com

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We can either meet at ESF-R HQ, your station, video chat (click image above) or phone call - whatever works best for you.

*Note: may require download of GoToMeeting app for first time users

 

Retirement Questionnaire

complete and email to your advisor prior to your call

Click for Sample Retirement Projection & Risk Assessment

Retirement Income Projection - graphic.p