Retirement Planning for PG&E Employees
At Powering Your Retirement, we focus on the unique retirement needs of PG&E employees. Whether you’re building your 401(k), considering pension options, or preparing for Roth conversions, we’re here to simplify your finances.
You're a PG&E Employee
You understand PG&E offers financial health benefits and that your retirement is influenced by them, but...
You have questions...
How do I make the most of my 401(k)?
How can an IRA Roth Conversion help my situation?
How much would I need to retire?
As Seen On...
Making Sense of PG&E Benefits
Managing your finances can get complicated, especially with PG&E financial benefits. From 401(k) Savings Plans and Pensions to Roth IRAs and retirement readiness, Powering Your Retirement simplifies it all for you.
Where do you fit?
Retired & Trying to Enjoy Retirement
Now in retirement, you’re focused on maximizing your 401(k) and IRA, exploring options like Roth conversions to secure your future.
Ages 50-60, Ready for Retirement
With retirement nearing, you're focused on reviewing your finances to make sure you're well-prepared for the transition.
Working up to 50, Earning Savings
You’re actively building your retirement savings, managing your 401(k), and may need help with rollovers and asset growth.
Maximize Your Retirement Savings
You’ve saved well, and now it’s about protecting that wealth. Powering Your Retirement specializes in helping retirees manage required minimum distributions (RMDs) and reduce taxes through a strategic Roth conversion process. Our goal is to ensure that your savings work for you—not against you—in retirement.
A Smooth Transition to Retirement
With retirement on the horizon, you need a clear strategy to ensure you're fully prepared. Powering Your Retirement focuses on maximizing your 401(k), pension, and other assets to give you peace of mind as you approach this new chapter. We help you organize, optimize, and secure your retirement savings so you can move forward with confidence.
Building Wealth Before Hitting 50
You’re focused on building wealth through your 401(k), and Powering Your Retirement is here to make that process simple. Whether you’re managing a 401(k) or have an IRA rollover, our 401(k) Management program is tailored to help you make the most of your assets as you work toward a secure financial future.
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A Wealth of Totally Free Resources, Made For You
Access expert tools and tips to help you optimize your 401(k), pension, and more. Start planning smarter for your future today—click below to get started!
Why Choose Us
We specialize in PG&E retirement benefits and 401(k) management, offering tailored solutions to help you retire with confidence.
We Know The Challenges You Face
We understand PG&E’s benefits and retirement options, making your path to retirement smoother and less stressful.
We Specialize in Clients Just Like You
We focus exclusively on PG&E employees, providing strategies for your retirement savings and benefits.
Evidence Based Approach
We use proven strategies based on your PG&E benefits and real-world data to help you plan effectively.
Certified Financial Planners
As CFP® professionals, we provide expert, trustworthy advice tailored to your PG&E retirement needs.
Daniel Leonard, CFP®
With 30+ years as a retirement specialist, I’ve spent the last decade helping PG&E employees maximize their retirement benefits.
I’ve helped over 100 PG&E employees retire smoothly, guiding them through the same paperwork year after year. Whether you’re just starting or nearing retirement, I’m here to help you make the most of your finances.
Our 3-Step Process
How much do you need to retire? Begin with a free, 3-step assessment! We'll gather your info, review your finances, & offer tailored wealth management strategies!
Data Gathering & Retirement Goals — 20 Min Call
We’ll start by gathering your financial info and chatting about your retirement goals.
This is a relaxed, no-pressure meeting to understand where you’re at and where you want to be.
Data Review & Financial Projects — > 60 Min Call
Next, we’ll dive into the details and walk through your financial picture, helping you see how things might look as you approach retirement.
Think of this meeting as a financial check-up!
Final Review & Recommendations — > 60 Min Call
In our final meeting, we’ll share our recommendations.
You’re in the driver’s seat—if you’d like to move forward, we’re here to help, or if you just needed some peace of mind, there’s no obligation to continue.
Are You Ready for Retirement?
Book your free, no-strings-attached assessment—a stress-free process where we’ll tell you the exact amount you need to retire, when you want to!
