Helping Firefighters Plan for Retirement

Let us help you create a plan. We have years of experience helping firefighters and are fluent in the details of public retirement plans.

Blazing a new Trail.

While your pension may provide for your basic retirement income needs, most of you will need to supplement your pension income at some point with distributions from your savings. You will want to make sure this savings grows in retirement, at least enough to keep up with taxes and inflation. We can help you create an investment plan to determine where to invest your savings and when to take them, while giving you retirement advice we have learned from working with other firefighters preparing for retirement as well.

Expertise in issues unique to you.

OPTIMUM RETIREMENT DATE CALCULATION

RETIREMENT HEALTH CARE OPTIONS

COMPENSATION TIME BUY-BACK SCHEDULE

SOCIAL SECURITY WEP AND GPO PROVISIONS

DISABILITY AND IOD PLANNING

FURLOUGH AND PERSONAL DAY BUY BACK

WHAT WE OFFER

Premier quality financial planning with a Certified Financial Planner professional fluent in Firefighter’s retirement issues.

  • Investment advisory services
  • 457b and Spousal Rollovers
  • Asset allocation modeling
  • Tax review and minimization strategies
  • Risk management review and analysis
  • Insurance services
  • Financial cyber-security consultations
  • Cash flow and debt management

WHAT TO EXPECT

Complimentary pre-retirement consultations and ongoing financial planning and support while in retirement.

  • Two to four reviews with your Advisor
  • 24/7 Portfolio monitoring through our platform
  • Quarterly statements
  • Account rebalancing
  • Ongoing estate planning
  • Ongoing financial plan adjustments
  • Philanthropic planning
  • Local Firefighter events and networking

Take the next step towards financial independence.

Let us know how we can help.

Contact Us

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GET IN TOUCH:

820 West Jackson Boulevard, Suite 805, Chicago, IL 60607
312-525-8793
ryan.nietert@oakcrestllc.com