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Pension Decision Analysis

The decisions you make on your Pension are irreversible and therefore require careful consideration before you make your elections.
Our Pension Expertise:
- Corporate Pension Specialists
- Federal Pension Experts: FERS & CSRS
- State & Local Government Pensions
- Police, Firefighter & Teacher Pensions
Answer These Important Questions:
- Should You Take the Payments or Lump-Sum?
- Which Payment Option is Right for You?
- When Should You Start Payments?
- How Do You Best Protect Payments for Your Spouse?
- Can You Count on Your Pension Payments?
- What Are the Tax Considerations for Each Option?*
- How Do You Integrate a Pension Into An Overall Retirement Plan?
Let us help guide you to the best decision possible for your individual circumstances. Mark Timmick is an Accredited Investment Fiduciary® (AIF) so you can count on unbiased, professional advice.
Request a complimentary “Get To Know Us” Meeting to explore what it would be like working together and how we can help.
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