Retirement Made Easy For Telecom Employees.

From pre-planning, to the final steps, we help employees from the telecom industry retire to the future you will want.

It's never too early in your career to Start Planning for Retirement.

Learn more about the options you have as a Telecom Employee.

Retiring soon? Learn more about your Retirement Options.

Let's talk about how to maintain your lifestyle through the years.

Already Retired? We've got your Back.

Gain Confidence and clarity in your retirement spending decisions.

 

Our Values

Proactively matrix go forward manufactured products before premium innovation. Collaboratively fashion.

 

Schedule your BERO

Schedule your Bell Employee Retirement Overview

Videos

Watch Educational Videos

Learn the pros/cons of each of your pension election options.

View Current Pension Interest Rates

View the current GATT, PBGC, 10-Yr and PPA rates that affect one's lump sum pension.

 

Experienced

Complete the retirement separation process with someone who's counseled hundreds of telecom employees prior.

Retirement Planning

Know if you can afford to retire now, without an EISP offer, so that when one is available you know where you stand

 

Contact Michael.

 
 
 
 
 

Leave this empty:

 

I'm not retiring for several years.

But I would like assistance with my cash/flow, savings, 401k and debt management.

I want to start planning for retirement.

Learn more about the pro/cons of my pension options, retirement distribution options, analyze an EISP offer, and understand the process of separating from the phone company.

I already retired from the Bell System

Understand some of the legacy telecom benefits. I have questions on Social Security and Medicare. I have questions about my retiree group benefits.

 
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck