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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. 

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Social Security Estimate

Check your latest Statement and review your earnings history.

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Estate Planning Guide

Download this guide to learn the basics of Estate Planning. 

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NC Judicial Retirement Handbook


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