Helping telecom employees manage their financial success
Many of our clients are current and former telecom employees in the Denver area. We have extensive knowledge of your telecom benefits and options, and can help with your financial and retirement planning.
We understand the challenges you face. We are able to help you navigate the often complex world of pension options and buy-outs.
SERVICES INCLUDE
- MSP evaluation
- VSPP or ISPP evaluation
- New management formula and old management formula pension options
- Lump sum versus annuity calculations and decisions
- Tax planning
- Estate planning
WE CAN HELP YOU COMPLETE YOUR PENSION PACKAGE
- Make an informed decision for your personal circumstances.
- Complete and submit pension forms, including notarization, photocopies, and package tracking.
- Establish an IRA or other account best suited to your needs.
WE WILL ENSURE THE PROCESS GOES SMOOTHLY
WE CAN HELP YOU ANSWER SOME DIFFICULT QUESTIONS
- Is it better to take a lump sum or annuity? Maybe a combination of the two?
- Are you covered by retiree medical? How will that factor into your overall retirement plan?
- When should you begin taking Social Security?
Would you like a complimentary review of your 401K allocations?
We’re happy to help and can do a quick review via telephone, Zoom or in-person at our office.
Have you considered a Partial In-Service Distribution from your 401K?
It’s an easy way to establish a relationship with a financial advisory firm.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
