P&G Retirement Services

Experience the RiverPoint Approach to Wealth Management

P&G Retirement Services

To serve the Procter & Gamble community, we have up-to-date experience and an understanding of the P&G retirement plan, profit sharing and savings plan, and benefits packages. RiverPoint’s P&G wealth planning team combines the professional disciplines of Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), a former Procter & Gamble employee, and a former advisor from P&G's retirement plan previously held at J.P. Morgan. This knowledge enables us to develop a comprehensive plan that is customized to the specific goals of each P&G employee and retiree we partner with. Meet RiverPoint's P&G wealth planning team .ᅠ

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The years leading up to retirement are critical from an investment and planning perspective; retirees cannot undo a distribution strategy once it's implemented. The following items need to be built in to a retiree's customized plan:

  • Tax bracket
  • Income needs
  • Estate planning considerations
  • Risk tolerance
  • Charitable plans
  • Many other factors

Having a partner, like RiverPoint, in this process can give you the peace of mind that you have properly considered and analyzed all the appropriate alternatives and have chosen a path that is right for you.

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Financial and investment planning is not a product; it is an ongoing process between RiverPoint and you. This philosophy is the foundation of our Wealth Management Business.

Once your plan is developed, we will:

  1. Implement your customized investment strategy
  2. Work side-by-side with you and your family
  3. Monitoring your portfolio and financial plan
  4. Work closely with your other professional advisors to make sure your investment goals, tax strategies and estate plans are part of one coordinated effort.

Our objective is to provide you the peace of mind you need to fully enjoy your retirement years.ᅠᅠ

View Retirement Frequently Asked Questions

RiverPoint Capital Management is not affiliated with Procter & Gamble. Any reference to them should not be construed as an endorsement by either party.