This Page Starts With Thank You

A note to the professionals who built — and are still building — Ford, GM, and Stellantis

The Big Three professionals we've served over the past twenty-five years have shaped how we practice.

You've spent your careers running discounted cash flows, evaluating capital decisions, managing complex programs, and seeing through bad analysis. You don't accept "trust me." You want the model, the assumptions, and the second-order effects.

That's made us a better firm. It's the reason we lean so heavily on side-by-side comparisons, written plans, and stress-tested projections — because that's what you'd build if you were on this side of the table.

You've also given us a front-row seat to one of the great industries of the modern era. The engineers who shaped vehicle architectures. The program leads who brought platforms to market. The finance and supply chain professionals who kept the machine running. The executives who steered through every cycle the industry has thrown at Detroit. Your fingerprints are on the cars in every driveway in America.

It has been the privilege of our careers to help you close the chapter on yours.

That respect is why we built BigThreeRetiree.com 

A Big Three career is not a generic career, and the retirement decisions you face aren't covered in a generic retirement book.

You're navigating:

• A defined-benefit pension and a 401(k) — both significant
• A lump-sum offer that fluctuates by tens of thousands of dollars as interest rates move
• Deferred compensation, restricted stock, and executive benefit plans with their own payout elections
• Plan-specific mechanics — Ford SSIP, GM RSP/PSP, Stellantis savings plans — that each behave differently
• A retirement income picture complex enough that the sequence of decisions matters as much as the decisions themselves

These are technical, irreversible, six- and seven-figure choices. We've seen hundreds, if not thousands of these statements. We know which boxes matter.

After twenty-five years of answering the same set of questions, we realized this expertise didn't belong locked inside our office. It belonged in the hands of every Big Three professional approaching this decision — whether they ever become a client or not.

What you'll find there

BigThreeRetiree.com is a free, dedicated resource built for one audience: professionals retiring from Ford, GM, and Stellantis.

• The Autoworker's Guide to Retirement — 2026 edition, free, no email required
• Plan-specifics on the Ford SSIP, GM RSP/PSP, and Stellantis savings plans
• Pension lump-sum FAQs
• Roth conversion and tax-sequencing strategies for high-balance accounts
• Social Security and Medicare/IRMAA planning guides
• Videos, articles, and calculators — none gated, none generic

It is, as far as we know, the most thorough free resource ever assembled for Big Three retirees. We intend to keep adding to it for as long as there's a Big Three to retire from.

Visit BigThreeRetiree.com →