We have worked with hundreds of Boeing employees over the years. While everyone’s goals are different, our extensive knowledge of Boeing’s pension and benefits plans can help you maximize your retirement. If you’re a Boeing employee looking toward retirement, you are probably wondering the following:
Is my Boeing Company Voluntary Investment Plan (VIP) set up to meet my goals?
Whether you’re a machinist, engineer, manager, or contractor, we can help you discover if you are fully utilizing this benefit as we understand the complexity of fund selection within the VIP. However, fund selection is just one part of using your VIP. We’ll look across the spectrum of your investments and make sure your plan is synchronized.‹
How easy will it be for me to transition into retirement?
The transition from work to retirement is always at least a little difficult – financially and psychologically.
First and foremost, your future depends on your financial plan. A lot of people think financial advisors are just here to help you manage your investments. In reality, that is less than half of what we do for most people. A large portion of our services revolve around building a financial plan that matches your financial situation and goals while maintaining a risk level you are comfortable with.
When you’ve worked as hard as you have at Boeing, transitioning into retirement takes a little more work. While retirement is largely defined by a lack of work, retirees often still seek that sense of purpose having a job can bring. We’ll talk through what your life will look life after retirement and how your financial and personal goals can work together to provide the retirement you’ve always dreamed of.
Parting ways with a long-time employer proves to be more difficult than many people expect. Putting trust in your employer to provide you with a guaranteed income through retirement is often difficult. We will help guide you through this process.‹
How do I maximize my pension benefits?
If you took a lump sum buyout offer in 2016 or are considering taking one in 2017 or beyond, you want to make sure you’re putting it to good use. If you plan to keep your pension in place, we’ll help you make sure this hard-earned benefit is working for you. Either way, we’ll strive to make every retirement asset you have work harmoniously toward achieving your financial goals.‹