Stop guessing about what to do with your 401(k) investments.

If you want help managing your 401(k) while you are still working at PG&E, we can help you. We help PG&E employees manage their 401(k), evaluate deferring their STIP (Short Term Incentive Plan), deferring part of their salary, evaluating their pension options and showing PG&E employees how their RMSA account (Retiree Medical Savings Account) can be spent down or stretched out depending on when they retire.

Could you do this on your own, sure, but you only want to retire once? Let our team help you like we have helped many other PG&E employees retire. Whether it means full retirement, a retirement job for fun or working on a contract basis back with PG&E after retiring and starting your pension.

How do you choose your 401(k) investments?

Do you rely on a pre-determined investment model, the plan’s default option or a Robo-Advisor?

Do you listen to a co-worker?

You know the one who is always talking about how well he is doing?

Do you let your partner, a neighbor, a friend or your kids help you pick your investments?

Do you know enough to do it yourself?
Or are you like so many others who are simply guessing?
You instinctively know there has to be a better way.

How would you like to work with a real person whom you can talk to any time and who knows who you are?

We will keep your account up to date and make personalized changes on your behalf, as required.

If you want personalized financial management for your retirement,

Give us a call or visit our website to schedule a time to talk today.

Fidelity BrokerageLink Account

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If you want to take the first step, you can contact us to talk about your situation. Click HERE to set up a time to talk.

If you are thinking about retiring from PG&E click HERE to learn more about how we can help you with the many decision you face preparing for retirement from PG&E.

Not ready to talk, but still want to do something to prepare for retirement. Click HERE to sign up and download a free 7-step program to Organize Your Financial Life.