Your Boutique Strategy
Our Planning Process - for Utility & Telecom Professionals
1. Exploration Phase (Inquiry & Preparation)
How much income do you need in retirement?
Review your pension (lump sum vs. annuitization & pension maximization).
What life insurance options make sense for your situation?
What should your Estate Planning Matrix look like (Will/HCP/POA/ Beneficiary designation(s))?
Do you have questions related to Alight, Vanguard, Empower, Fidelity?
Should you take contract work once you retire?
Song View Financial is not affiliated with the companies listed above.
2. Develop Your Plan (We work together)
Your goals, your path. Answer a few questions, and we’ll unlock tailored options to help you move forward with confidence.
3. Implement & Transition (Our team gets to work)
Our systematic process helps you transition from working to retirement as seamlessly as possible.
4. Manage, Monitor, & Maintain (Leave the work to us)
Provide you with an annual review.
Make updates to your plan.
Make sure your needs align with your plan.