Kaiser Employees
Retirement Check List
- * Review Kaiser 401K plan
- * Understand Kaiser pension benefits
- * Review Social Security
- * Ensure beneficiary's are updated
- * Understanding tax consequences and timing of distributions
- * Estate planning
Your trust. Our expertise.
Our responsibility to our clients comes first. From wealth management to retirement strategy, our insight and financial strategies can help make your investment goals a reality.
Successful Retirement
A fulfilling retirement doesn’t happen by chance — it’s built on a solid plan. If your money isn’t working as hard as you are, now’s the time to take action. There are no second chances when it comes to retirement planning.
We help employees gain clarity on how much they’ll need and how much they should be saving to reach their goals. With our comprehensive financial guidance and advanced WealthVision software powered by eMoney, we turn uncertainty into a clear, actionable roadmap for your future.
Let’s build the retirement you deserve — starting today.
Contact Information:
- Telephone #: (559) 320-0285
- Text: (559) 466-9898
- Email: paul.sahota@lpl.com