Judicial Personnel & Law Enforcement Officials
Offering Retirement Focused Financial Planning to Those Who Help Create and Protect the Law
My team and I have tailored a retirement planning process to help judicial personnel and law enforcement officials with the following:
Pension Planning: estimate the projected income from the pension plan and analyze the various payout options to determine which makes the most sense for your unique situation
Social Security Planning: highlight the pros and cons of starting social security at various ages to determine when to start receiving your benefit
Asset Allocation & Tax Planning: review investment accounts (i.e. 401(k) 457, IRAs, etc.), real estate holdings, and/or any other assets to ensure they are aligned with your intentions and to understand any tax implications associated with the asset
Protection Planning: review current insurance plans (i.e. healthcare, long term care, life insurance, etc.) to determine which will and will not carry over into retirement; make informed decisions on how to protect your lifestyle, assets, and loved ones from being burdened by the unexpected
Legacy Planning: make sure estate plan is up-to-date & that any desire to empower heirs is honored in a tax efficient manner
Pension Estimate
The Retirement Estimator is intended to assist you in estimating your monthly (early reduced or regular unreduced) service retirement benefits.