• Retirement

    Your Longest Vacation

    We all know that we need to save for retirement. But how do you truly prepare for a long and successful retirement?

    At The Retirement Network, we love our job: helping people plan and enjoy the longest vacation of their lives—retirement. No matter what stage you are at in the retirement planning process, we are here to help. 

    Retirement

    Your Longest Vacation

  • Connect

    Connect

    The Retirement Network is dedicated to helping the employees at Microsoft maximize their great company benefits and plan for the future. We specialize in providing holistic planning for the employees and their families.

    MEET

    YOUR TEAM

    Want to stay updated on news about retirement planning, the markets, and upcoming events? Sign up for our quarterly newsletter and connect with us on LinkedIn.

    OPTIONS

    TO MEET YOUR NEEDS

    Our firm believes that a financial advisory firm should be equipped to provide a holistic financial planning approach for its clients.  In addition to investment portfolio management for all of our A-level clients, we team with the client to do things ranging from important tax planning to real estate evaluation and analysis to wealth transfer planning.  We understand that each person's situation is unique, and we treat them as such.

    Since many of the families currently working for Microsoft do not have enough assets available to invest directly with our firm, we have created a special advisory arrangement that is only available to them.  To find out more, email or call us at 630.232.8995

    Microsoft 401K Plan
    Microsoft Service Package
    A-Level Investments Client
    401(k) - Education (for the standard choice)
    401(k) - Brokerage Link Advisory
    1 Time Per Year
    2 Times Per Year
    Employee Stock Purchase Plan (ESPP)
    Microsoft Stock Grant Program
    Microsoft After-Tax Savings Plan
    Estate and Wealth Transfer Planning
    Tax Planning Strategies
    Business Consulting
    College Planning
    Debt Analysis and Planning
    Fees for Service
    Free
    $1,200/Year
    % of Assets