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What's your plan to double your income during retirement?

What We Do:

We help electric cooperative employees answer questions like:

  • Should you take a monthly pension or lump sum offer?
  • How can you take your lump sum and create a monthly income from it?
  • Do you have enough money between your pension/R&S and/or 401k to retire?
  • Could you possibly retire at age 55 or earlier?
  • Is your 401k invested correctly for your retirement goals?
  • Should you be investing in a Traditional 401k or a Roth 401k?
  • Are you contributing too much or too little to your 401k?
  • Should you quasi-retire?
  • Should you accept an early retirement offer?
  • When should you claim Social Security benefits?
  • How can you lower your tax bill in retirement?
  • How do you invest your retirement money so that you increase your income and outpace inflation in retirement?
  • How do you create an income stream in retirement that is similar to when you were working?

Your cooperative/NRECA may offer great retirement benefits.

What they don't offer you is a plan on how to maximize those benefits based on your unique retirement goals.

That's what we do.

What We Don't Do:

  • Pressure you to do anything ever
  • React to the 24/7 financial news cycle
  • Tell you what you want to hear
  • Put our interest before yours
  • Sell you products you don't need
  • Promise you anything we can't deliver on
  • Forecast the economy (because no one can)
  • Time markets (because no one can)
  • Predict which investments will outperform other investments (because no one can)

How can we help you?

Click Here to schedule your retirement consultation

The consultation is free and without obligation.