The Retirement Equation Has Changed.
Today, as a new retiree, you may actually live more years in retirement than you worked on the job. Annual inflation will erode the buying power of your pension dollars and most new retirees will need to draw down on their personal savings in order to maintain their lifestyle during an extended retirement. For this generation, a financially successful retirement takes some planning. We can help “make time your friend again” and grow the real wealth you need to supplement your pension over the years.
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 Police Retirement issues.
- Investment advisory services
- 457b and Spousal Rollovers
- Asset allocation modeling
- Tax review and minimization strategies
- Risk management review and analysis
- Insurance services
- Retirement Income Projections
- Cash flow and debt management
WHAT TO EXPECT
Complimentary pre-retirement consultations and ongoing financial planning and support while in retirement.
- Team who relates to your struggles and celebrates your successes
- Partner with you to develop customized plan
- Ongoing reviews with your Advisor
- 24/7 Portfolio monitoring through our platform
- Monthly/Quarterly statements
- Account rebalancing
- Ongoing financial adjustments to your plan
- Monthly educational videos
GET IN TOUCH:
17W220 22nd St, Suite 300/Box 4
Oakbrook Terrace, IL 60181
312-525-8793
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