The Align Financial Planning Group knows the Verizon retirement process. With over 25 years of experience, we have assisted thousands of Verizon executives, managers, and associates navigate the road to retirement and make sound investment decisions. To determine if you are on track to reach your retirement goals, make a virtual appointment to review your retirement plans. From walking you through pension plan options and healthcare plans to helping you understand all the available options, we can help you optimize your benefits and giving you a complete picture of what you will receive.
With over two decades of financial planning experience, Align Financial Planning Group Registered Representative Sean Farrell will ensure that your investments are handled with honesty and integrity.
Schedule a phone or video conference appointment today to get a second opinion of your current plans or review your benefits package. During a comprehensive benefits review, the Align Financial Planning Group will provide you with a personalized analysis, including:
- Compensation Plan
- 401(k) Plan Allocations
- Pension Plan Benefits
- Severance Plan
- RIF (Reduction in Force) Package Analysis
- IPP (Income Protection Wealth) Package Analysis
- EIPP (Enhanced Income Protection Plan) Package Analysis
- Employment/Retiree Healthcare Plan
- Life Insurance Benefits
- Navigation of Benefits Website
- Consultation Regarding Pension Commencement
Align Financial Planning Group professionals are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No financial institution guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.