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Your Retirement Plan is almost ready!
Please book a call with Simon where he can walk through your ideal retirement plan
Simon Putt
RICP® Chartered MSCI
Investment Adviser Representative
Simon has 30 years of experience in financial services, including 20+ years in investment banking with HSBC, Credit Agricole, and BNP Paribas in London and Dubai.
A decade ago, he transitioned to financial advisory, focusing on holistic client solutions. He holds a US Series 65 license and initially advised Americans in the Arabian Gulf before relocating to the US.
Simon is also an RICP designee, a licensed life insurance agent with Amerity Financial LLC, and a Chartered Member of the CISI (UK) and Associate Member of the CII (UK). He holds an MA from Oxford and a Postgraduate Diploma from LSE.
Book your Retirement Planning session:
How to prepare for your appointment:
Gather Financial Statements – Bring recent statements for your 401(k), IRA, brokerage accounts, pensions, and other retirement savings to review your current position.
Outline Retirement Goals – Consider when you’d like to retire, your expected lifestyle, and any major expenses (travel, home purchases, healthcare) to help shape your plan.
Review Income Sources – List all potential income streams, including Social Security, pensions, rental income, or annuities, and note any concerns about their reliability.
Identify Key Questions – Think about concerns like tax efficiency, investment risks, estate planning, and healthcare costs so we can address them during your session.
Advisory services in the United States are offered and provided through Amerity Wealth Management, LLC. No promises or guarantees are offered for investment success or that you will attain your financial goals and objectives. Investing involves risk including the loss of principal.
