OUR SERVICES

What We Do

We translate the complex language of public employee benefits into plain English so you can make informed decisions. Our team is familiar with hundreds of different pension systems across the country. We also know the ins and outs of 403(b)s, 401(k)s, and other supplemental plans. We’ll help you understand what you have, how it works, and how best to use it to achieve your financial goals with confidence and peace of mind. Most importantly, we’ll help ensure your loved ones are protected through proper survivorship planning and life insurance strategies.

Retirement Planning

Our primary goal is to help you understand the pension or defined contribution plan your employer provides. We are familiar with hundreds of different pension systems across the country. Our goal is to make sure nothing gets overlooked in the planning process, and that starts with one 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 years leading up to retirement to better ensure a smooth transition.

Survivorship

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.

Supplemental Plans

403(b), 401(k), 401(a), IRA, etc. The choices can feel overwhelming. But everyone’s situation is unique. Our job, when it comes to supplemental retirement plans, is to give you the best advice for your specific circumstances. We start by demystifying any confusion you may have regarding your various options.