This calculator will help you evaluate your payout options for your pension plan. Compare the results of a lump sum payout versus a guaranteed monthly payment for life, as well as your annual rate of return if you choose the monthly payment option.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
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