Navigating life after public service can be tricky, we're here to help.
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01. About Us
Our team is dedicated to meeting the unique needs of public servants, helping you understand your pension or other supplemental retirement plans and making the transition into retirement as seamless as possible.
02. Our Philosophy
Due to the nature of the workplace environment, many of our clients have been given poor, self-serving, and often conflicting advice from financial salespeople over their many years of tenure. It's our job to help you understand all of your choices, whether you choose to work with us or not.
03. Our Process
We believe that the cornerstone of a happy retirement is having enough guaranteed income to meet your needs. We work with you to determine what your income needs to be and help you create customized goals once those needs are met.
Please contact email@example.com to be connected with a retirement specialist in your area.
Our primary goal is to help you understand the pension or defined contribution plan that is provided to you by your employer and we are educated on hundreds of different pension systems around the country. Our goal is to leave no stone unturned as you approach retirement and after and that conversation has to start with the simple question, "What will my guaranteed income be in retirement?" We believe the best time to start planning is yesterday, so we often work with clients in the few years leading up to retirement on planning their exit strategy.
One of the biggest concerns for many of our clients is making sure their loved ones are protected when they pass away. Whether that means choosing a survivorship option on your pension or understanding life insurance, we're here to help.
403b, 401k, 401a, IRA...most of our clients are so overwhelmed when they hear these codes that they find it a bit paralyzing. We often hear, "I have something, but I don't even know what it is." and just as frequently, "I have 3-5 different plans, can they all be combined?" While your situation is unique, it's our job to give you the best advice for your particular situation, and we like to start by demystifying any confusion you may have regarding supplemental plans.
If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life. Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.
While owning a home is the quintessential American dream, not everyone is able to purchase a home when they desire. If you’re fresh out of school with a boat load of student debt, it’s probably best to wait until you’ve been working for at least a year before you start looking to buy. You’ll also want to make sure that your credit score is where it should be, since the higher your score, the lower...