Pension Option Planning

The team at Arista Wealth Advisors has been navigating vital pension elections for their clients for over 30 years.  In addition, we have presented to various Fortune 500 companies, educating employees on their plan options.  A few recent examples include advising employees of Boeing, Coca-Cola and General Electric.   Since we do not sell insurance products, such as annuities, nor earn commissions, you can rely on our Fiduciary standard, planning-based approach.  

One of the most significant decisions an individual can make when planning for retirement, is deciding what pension option to select.  Often, these decisions are irrevocable and can have a significant impact on not only of the employees life, but also their spouse and family.  Every situation is different, and one size does not fit all.  Our team educates our clients on the nuances of the choices available, and customizes a comprehensive financial plan to illustrates the advantages and disadvantages of each option.  

Some factors we consider when advising our clients include:

  • Planning Goals & Objectives
  • Income Needs Analysis
  • Social Security Strategy 
  • Health & Family Longevity
  • Credit Quality & Investment Risk Analysis
  • Gift & Estate Planning 

Contact Arista Wealth Advisors for a free consultation.