Start a free no-obligation conversation with one of our AT&T retirement specialists.
Who:
Pension eligible AT&T employees who have a combination of retirement vehicles including an AT&T Pension Program, 401(k) Retirement Savings Plan, and non-AT&T accounts.
What:
A complimentary retirement income plan and investment portfolio review. We will help you determine if you are on track for your retirement goals and show you how to craft a portfolio in the future that protects your hard-earned money from taxes, inflation, and market risk.
Why:
To help you maximize the complexity of your AT&T Pension options, 401(k) Retirement Savings Plan, and health insurance benefits, as well as Social Security and other assets/income streams you may have.
We work for free in the years leading up to your retirement from AT&T to help you prepare for a successful transition.
Our process.
Schedule.
A Call or Web Meeting: A 30-60 minute phone call or web meeting with one of our advisors will give you a chance to ask any questions you may have as well as get to know our Firm and how we can help you.
Team review.
Behind the scenes, our advisors are supported by a team of specialists in the areas of tax, financial planning, and investment management. If there is any follow up stemming from your initial conversation with one of our advisors, our team will meet and follow up with you to ensure your questions are answered.
Analyze.
Drawing from our 20+ years of experience working with thousands of AT&T employees, we review your situation in detail and help you create a plan to achieve your objectives.
High touch.
We review your situation and stay in contact with you. Meeting every 6-12 months or as events warrant to confirm you are on track, make adjustments if necessary.
Convert.
In the weeks and months leading up to your retirement from AT&T, we help you ensure you take all the necessary steps.
