Lump sum pension buyout assessment
Choosing to take the lump sum pension option is a big decision. Let us help you weigh all the pros and cons based on your individual financial situation to see what decision is right for you.
Current 401(k) / SSIP asset allocation and evaluation
Is your 401k allocated properly based on your target retirement date? We can help evaluate your current risk and make adjustments prior to retirement.
Should I take the current buyout/incentive package?
Is your employer offering you an early retirement incentive? There are a lot of things to consider whether or not the current buyout and timing is right for you. Lets talk about your overall financial plan and what makes sense.