Pre-Retirement

Severance Packages

Sometimes employers close shop, downsize or move, resulting in employees losing their jobs. Severance packages or employment termination can be complicated and stressful for the affected employees and their families.

We will:

  • Review your severance package with you and explain all the options
  • Advise you as to the best course of action
  • Prepare all the necessary paperwork to transfer your pension plan
  • Provide you with options to maintain your health benefits and group insurance plans

We go one step further, and this is where we differentiate our services and value proposition.

  • We will thoroughly review your financial situation and help you prepare a budget that will see you through this stressful time while minimizing the long-term effects of losing your employment.

The benefit of this service is that we will work with you to advise you, and assist you, in minimizing your monthly cash flow needs until new employment is secured.

Few financial planning firms have the expertise needed to provide cash flow strategies to protect a family’s financial well being in times of financial hardship.

Give us a call or contact us to arrange a no-cost initial meeting.