We pride ourselves in knowing the small details that can make a big impact on your retirement. For example, special 401(k) rules, pension milestones, stock options, insurance programs, and calculating the best day to leave with the most amount of money.
These differentiating factors put us in a unique position to help guide you through benefit decisions that will enable you to have a successful retirement.
Your retirement savings plan in most cases is one of your largest financial assets, yet most people do not give it the time it deserves. During our preliminary call we review the details of your plan, and may provide initial recommendations based on the conversation.
If you are lucky enough to still have a pension, we review the details of how to maximize your plan payments.
There are many different insurance plans that are offered to you, but understanding the risks and rewards of the plans are extremely important.
Our goal is to help you maximize the benefit plans while working around the company rules. We typically recommend multiple exit scenarios to prepare for the unknown such as forced early retirement.