Planning for a long, fulfilling life
Helping Heroes Preserve Their Money
Our team focuses on managing DROP (Deferred Retirement Option Plan) distributions for sworn employees and emergency services personnel. We work closely with clients to identify the factors to consider when entering DROP. Investment concerns such as asset allocation, diversification, income needs, and risk management are the cornerstone issues to consider when developing a financial plan. Services we provide include:
- DROP Analysis
- Review DROP allocation (assuming self-directed)
- 457 Optimization Strategy
- Review Deferred Comp plan allocation
- Workshops on DROP
- Customized DROP Distribution Strategies
Your Money and Your Brain: How the New Science of Neuroeconomics Can Help Make You Rich - by Jason Zweig
Thinking, Fast and Slow - by Daniel Kahneman
Against The Gods - The Remarkable Story of Risk - by Peter Bernstein
Nudge - Improving Decisions About Health, Wealth, and Happiness - by Richard Thaler & Cass Sunstein
All investments are subject to risk, including loss. Asset allocation and diversification do not guarantee a profit nor protect against loss.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.