What You'll Get
We provide comprehensive pre-retirement and retirement planning to help you understand and increase your benefit plans as a corporate employee. Each advisor was hand-selected based on their pension expertise, experience in financial planning, and portfolio construction knowledge.
We take a teamwork approach to provide the best possible solutions for our clients’ concerns. The Team has a conservative investment philosophy and diversifies client portfolios with laddered bonds, CDs, mutual funds, ETFs, Annuities, Stocks and other investments to help achieve their goals.
The team addresses Retirement, Pension, Tax, Asset Allocation, Estate Planning, and Elder Care issues via Conference Calls, Educational Online Publications, and Local Seminars. Learn More about opportunities near you.
Inside this Kit, you will find tips and strategies for planning for your corporate retirement, work with experienced Retirement Specialists and receive solutions to the most concerning corporate retirement questions:
How to minimize taxes and penalties during the retirement planning process?
What are the IRA withdrawal penalties and regulations?
How can I withdraw money from your 401k or IRA before age 59 1/2?
How do I use a 72(t) schedule to supplement your retirement income?
When should I be looking at Rule 415 limits when rolling over your corporate pension lump sum.