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Pension Analysis

Would you know what to do if your company offered a pension plan buyout?

Decades ago, pensions used to be forever (usually).   Things have changed.  With people living longer lives, corporations are increasingly offering pension plan buyouts to reduce their financial risks.

If you’re faced with this decision, it can be hard to determine the right choice for you.

That’s where professional assistance comes in.  By walking through an analysis process with our CERTIFIED FINANCIAL PLANNER™ or CHARTERED RETIREMENT PLANNING COUNSELOR™ professionals, we’ll help you determine which option is right for you.  

How It Works:

  1. We consider the buyout offer in the context of your entire financial picture.

This decision cannot be made quickly.  To do it right, we’ll consider your entire financial situation now and how it will likely change in the future.  This way we can identify trade-offs that may exist and work to integrate your pension plan options into both your current and future needs.

  1. We outline your options with objectivity.

We’ll look at your situation objectively, and outline your options in an easy to understand report.

  1. You’ll get one-on-one advice from one of our CERTIFIED FINANCIAL PLANNER™ or CHARTERED RETIREMENT PLANNING COUNSELOR™ professionals.

We’ll schedule a discussion at your convenience, and your dedicated advisor will explain your options to you.  He or she will be available to answer all of your questions.

Call us today for a personal pension analysis.

Facing a Pension Plan Buyout Decision?

Walk through an analysis process with one of our professionals. We’ll help you determine which option is right for you.