Let us take you through some of these benefits:
Professionally Screened
Investments
To help you diversify your investments in the Pipe Trades Services MN IRA Program, Francis Investment Counsel LLC, an independent investment advisory firm that also provides similar services to the Pipe Trades Services MN Pension Supplement Plan, carefully screens thousands of mutual funds to select top performing, low-cost options for your IRA.
Investment Advice
Review your retirement savings strategy anytime with our investment advice service provided through Financial Soundings that recommends portfolios created by Foundations Retirement Consulting. Our online investment questionnaire can help you make well-informed decisions when looking to invest your savings.
Retirement Readiness Report
Through Financial Soundings, the Pipe Trades Services of MN IRA program provides all investors with an annual report that assists in making future retirement savings and investment decisions. This report is designed to give you a roadmap to meet your retirement goals.
Online Access
Stay informed and keep track of your investments 24/7 with our secure online account access. Check balances, change investments, visit Financial Soundings, view transaction history and more at your convenience.
Consolidate IRAs
Looking to consolidate your IRAs? We make it easy to transfer your other IRAs and 401(k), retirement and supplemental plans into your Pipe Trades Services of MN IRA. You can also contribute additional funds to your account.
Customer Care
Professionals and Tools
The Pipe Trades Services of MN IRA program has self-service tools as well as trained representatives available to answer your questions and guide you through the process.
About Us
The Pipe Trades Services MN IRA Program works with Financial Soundings Investment Advisor to provide investment advice for your IRA at NO ADDITIONAL COST to you. Working in tandem with Francis Investment Counsel LLC, Financial Soundings software provides advice resulting in an age appropriate risk-based model portfolio for your IRA assets.
Additionally, this investment advice service also offers unlimited access to your Retirement Readiness Portal where you can tailor the advice recommendations to fit your personal situation.
After logging into your Pipe Trades Services MN IRA, select Change Investment Strategy under the Manage tab on the top navigation bar. Then, click Get Advice, where you will be connected directly to your Financial Soundings Retirement Readiness Portal.
While it’s no secret that reaching any goal is made easier with a formal plan, many people never get around to making one because of the time, effort, and costs involved. By eliminating each of these obstacles, Financial Soundings helps investors make their aspirations a reality.
Financial Soundings was founded to make unbiased financial services, previously available only through financial advisors, accessible and affordable for all investors. What makes us unique is not only the ease-of-use of our programs, but also our unprecedented level of customization. Financial Soundings simply doesn’t believe in the status quo “one size fits all” approach.
Regardless of your age, income, or marital status, with Financial Soundings, we’re here to help you find solutions to some of today’s most pressing retirement concerns.
With proper planning, the goals you have today can be within your reach tomorrow. Thank you for giving us this opportunity to help you make them happen!
For more information including the Financial Soundings Disclosure Brochure, Code of Ethics, Privacy Policy, or other documents, visit their website at FinancialSoundings.com, email them at info@financialsoundings.com, phone them at 678.393.8222, or send your request to them at 1121 Alderman Drive, Suite 205, Alpharetta, GA 30005-5471. Information is also available on the Internet at adviserinfo.sec.gov.
Investment Options
- American Funds Cap. World Growth & Inc. – F3
- American Funds Income Fund of America – F3
- BlackRock High Yield Bond – Institutional
- Fidelity Advisor Diversified Intrn’l – Inst’l.
- MFS Emerging Markets Debt – I Shares
- MFS Value – I Shares
- Hennessy Focus Institutional – Institutional
- Metropolitan West Total Rtn. Bond – P Shares
- T. Rowe Price Blue Chip Growth – I Shares
- Hodges Small Cap R – I Shares
- Newberger Berman Genesis – Institutional
- Mairs & Power Growth Inv – Investor
- Dodge & Cox Balanced
- TIAA-CREF Inflation-Linked Bond Fund – Advisor
- Templeton Global Bond Fund – Adv
- JPMorgan Mid Cap Value – L
- Vanguard Total Stock Mkt Index – Adm
- BlackRock Liquidity FedFund – Institutional
To learn more about opening and managing your IRA, click on our Frequently Asked Questions (FAQs) tab.