Our Heroes

Unique Planning Concerns of our Heroes

  • Retiring before Age 65?
  • Pension Strategies
    • Simple vs Compound Cola
    • Spousal Continuations Options
  • Healthcare Solutions post retirement, Pre Medicare
  • Social Security Planning due to
    • Government Pension Offset
    • Windfall Elimination Provision
  • Public Safety Officer Tax Advantaged 457 plan distributions in retirement?

Resources