We help pension-eligible AT&T employees prepare for and transition into retirement with confidence.

 

Why us.

  • More than 20 years of experience helping thousands of AT&T retirees maximize their retirement savings

  • Independent of AT&T and Fidelity – We work for you

  • True professionals holding CFP®, CFA & CPA designations, not just trained salespeople

  • Our advisors are fiduciaries, legally and ethically bound to act in your best interests

  • Unlike national retail firms, we don’t offer or sell you our own financial products

 

Our capabilities.

  • Investment portfolio management

  • Retirement income sustainability

  • Tax planning & preparation

  • Estate & legacy planning

  • Education savings

Our conversation will provide answers to the following retirement questions:

  • How well can I live in retirement with the money that I have?

  • Do I claim my Pension as a Lump Sum or Monthly Annuity? What about interest rates?

  • How does my retiree medical coverage work?

  • Are the investments in my 401(k) Retirement Savings Plan and other assets properly positioned?

  • When do I claim Social Security?

 
 
 

Confidence, born of experience.

With over 20 years of experience working alongside thousands of AT&T retirees, we understand the complexity and questions that arise as you get closer to retirement. We carefully analyze your unique situation and craft a personal plan just for you.