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Pension Lump Sum Evaluation

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The Single Biggest Decision Facing Retirees from Ford, General Motors, & FCA

Since every situation is different, there is no simple answer as to whether or not to take a pension buyout. What appears to be the best for you may be disastrous for another. The best thing to do is meet with a qualified financial planner and take a good look at your financial picture.

Our complimentary pension lump sum evaluation process allows you to sit with one of our investment professionals and weigh the pros and cons of taking the pension lump sum. We will discuss your goals, expenses, other assets that can provide an income, and provide you with a side by side retirement projection of taking the lifetime payments or taking the buyout.

Are you ready to take the next step? Schedule an appointment below!

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