You’ve Got Options, We Help You Choose Wisely
Making choices about your financial future can be overwhelming, but it doesn’t have to be. We simplify the journey for you, focusing on optimizing each Verizon benefit you’ve earned.
PENSION NAVIGATION
PENSION NAVIGATION
Confused by PBGC and GAAT interest rates? We continuously monitor these variables to recommend whether a lump sum or an annuity option is better suited for your financial dreams.
401K STRATEGY
401K STRATEGY
Your 401K is not just a checkbox; it’s a potent financial tool. We guide you through investment options like fixed income and target date funds to align with your unique goals.MEDICAL BENEFITS
MEDICAL BENEFITS
Retirement medical benefits can be a labyrinth. We help you navigate your retiree medical benefits, including what Verizon contributes, ensuring you and your spouse are well taken care of.RESTRICTED STOCK PLAN
RESTRICTED STOCK PLAN
Equity compensation and highly concentrated stock portfolios may sound complex. We break down these benefits into layman’s terms and show you where they fit into your overall financial landscape.Got Questions? We’ve Got You Covered
We understand you might have concerns or reservations. Investing your trust in a financial advisor is a big step. That’s why we offer a no-obligation, risk-free initial consultation where you can scrutinize our expertise and methods. Feel free to ask us anything—from our track record with Verizon employees to the specifics of how we can assist with each Verizon benefit.
FREE EBOOK:
Verizon Associate 7 Point Retirement Checklist
Don’t let potential wealth go to waste. Our eBook uncovers five commonly overlooked opportunities in the Verizon benefit package that could significantly impact your financial future.