You may be in UPS management or a pilot at UPS approaching retirement.
You are ready to navigate the planning opportunities and challenges that United Parcel Service employees face.
You may be wondering how to handle a large concentrated stock position and are considering the advantages of diversifying your portfolio.
Understanding Your Issues
Two members of our team, Marc Young and Tim Campisano, spent part of their careers working at UPS and have a strong understanding of the company benefit plans and the issues specific to your retirement.
Specializing in Serving You
Our team specializes in providing consulting services to UPS management and UPS pilots on key issues including:
We invite you to talk with us about how UPS employees can successfully transition into retirement. Please contact us here »
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UPS is not affiliated with and does not endorse Raymond James.