If you have been offered a voluntary layoff opportunity and would like to speak with a financial professional before making important decisions that will affect you, give us a call.
Most companies encourage their employees to first speak with a tax adviser or financial consultant before deciding which distribution is best for you.
Pension: We can assist you on the pros and cons of various pension offering and show you ways to utilize Pension Maximization Strategy for you and your spouse’s future.
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401k: We can assist you in finding the best option of what you could do with your 401k. Should you roll it to an IRA? Are you aware that you can possibly roll an existing 401k to an IRA while you are still employed?
Social Security Maximization: We will assist you and your spouse in planning for Social Security Benefits. If not properly planned, you could be leaving $100,000 or more on the table. Be aware that the Social Security Administration personnel cannot offer assistance on ways to maximize your lifetime benefits.
Find out what's happening in Wentzvillefor free with the latest updates from Patch.
Medicare and Drug Plans: We can help explain your options for medical insurance as well as COBRA vs Medicare.
Our firm offers help for people nearing or currently in retirement. We can assist you with the many critical choices you will have to make in the coming months and possibly years.
Our Motto is “Sleep Well At Night” in Retirement.
We are retirement planning professionals.
North Brothers Retirement Strategies
1000 Edgewater Point, Suite #103
Lake St. Louis, MO 63367
Office: (877) 745-5505
Local: (636) 614-0394