One of the most significant financial decisions you can make is the timing and structure of your retirement. As fiduciaries, we act in your best interest in everything we do and demonstrate that in the methodology we use to evaluate your retirement plan.
Lump Sum vs. Pension Income
When it comes to decisions that affect you and your family, it’s crucial to evaluate the big picture. Not sure whether the lump sum or pension plan is best for you? We’ll help you evaluate your pension elections and provide you with customized, caring guidance.
Accelerated Income
When it comes to accelerated income, it’s important to look at your decision from a cash flow perspective and consider the possible tax implications. We’ll outline your options so you can make an informed decision.
Spousal and Non-Spousal Continuance
For spousal and non-spousal continuance options, it’s important to consider risk, affordability, and probability. We can help you understand what this means in the context of your current situation and how things might change in the future.
