Broker Check

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. 

Learn more

Social Security Estimate

Check your latest Statement and review your earnings history.

Learn more

Estate Planning Guide

Download this guide to learn the basics of Estate Planning. 

Learn More

NC Judicial Retirement Handbook

Learn more

Have a Question?

Thank you!