Law Enforcement & Judicial Branch Personnel

Serving Those Who Help Create and Protect the Law

My team and I have tailored a planning process to help those in this demographic with the following:

Pension Planning: estimate the projected income from the State or Local Government pension 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 how to best optimize your benefit

Asset Allocation & Tax Planning: review investment accounts (i.e. 401K, 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

Estate Planning: make sure estate plan is up-to-date and make introductions to estate planning attorneys if appropriate

 

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