Electric Cooperative Retirement Planning

We help electric cooperative employees answer questions like:

Should you take a monthly pension or lump sum offer?
How can you take your lump sum and create a monthly income from it?
Do you have enough money between your pension/R&S and/or 401k to retire?
Could you possibly retire at age 55 or earlier?
Is your 401k invested correctly for your retirement goals?
Should you be investing in a Traditional 401k or a Roth 401k?
Are you contributing too much or too little to your 401k?
Should you quasi-retire?
Should you accept an early retirement offer?
When should you claim Social Security benefits?
How can you lower your tax bill in retirement?
How do you invest your retirement money so that you increase your income and outpace inflation in retirement?
How do you create an income stream in retirement that is similar to when you were working?

Your cooperative/NRECA may offer great retirement benefits.

What they don't offer you is a plan on how to maximize those benefits based on your unique retirement goals.

That's what we do.

What We Don't Do:

Pressure you to do anything ever
React to the 24/7 financial news cycle
Tell you what you want to hear
Put our interest before yours
Sell you products you don't need
Promise you anything we can't deliver on
Forecast the economy (because no one can)
Time markets (because no one can)
Predict which investments will outperform other investments (because no one can)