Our founding principal is “an informed decision is the best decision”. Having a complete understanding of your retirement system and all it offers is necessary in order to design the path to a successful retirement and beyond.
Our mission over the last three decades has never changed,
- Develop lasting relationships that you can rely on
- Be available when you need us most, not just 9-5 m-f
- Take the time to learn your needs, goals and objectives
- Always be ready for change
- Empower our clients with education necessary to make the best decision
- Create the plans and develop the strategies necessary to succeed
What questions should I be asking?
When can I retire?
Can I afford the lifestyle I want in retirement?
Will my family be protected if something happens to me?
Pension analysis and customized projection
- When can I retire?
- Will I have medical benefits?
- What costs are associated with these benefits?
- Will I have Health Insurance
- How much will Health Insurance Cost?
Social Security Projection and Strategy to maximize potential
- When am I eligible?
- When should I begin drawing my benefits?
- Will I be penalized?
- What impact will taxes have on my money
Understanding of 403b, 457, 401a, 401k, ROTH options and DC/DB plans
- What plans am I eligible for?
- What plans are right for me?
- How much should I be saving?
- When can I access my money?
- Can I outlive my money?
We know it’s hard to keep up with the ever-changing world we live in, that’s why we created this process. It all starts with some basic information:
Step 1
Complete this basic form
Step 2
We will call you to schedule your confidential one on one appointment.
Step 3
Feel Better knowing you have a plan in place.
Step 4
Cross planning for retirement off the TO DO list and move it to the DONE list!!