Supporting PG&E Employees with Simple, Effective Retirement Planning

At Powering Your Retirement, I specialize in helping PG&E employees and their families plan for a financially secure retirement. With years of expertise in 401(k) management and retirement planning, my mission is simple: to provide clear, personalized guidance that empowers you to navigate the complexities of retirement with confidence and ease.

A Holistic Approach to Retirement Planning

Retirement isn’t just about saving—it’s about creating a strategy that aligns your financial resources with your life goals. I offer a comprehensive approach tailored to PG&E employees, focusing on:

• 401(k) Management Made Easy: Your 401(k) is often your largest retirement asset, yet it’s frequently overlooked by financial advisors due to limited access. I’ve partnered with a firm that makes it easy to provide professional advice and regular portfolio reviews for your PG&E 401(k), ensuring it’s optimized for your retirement goals.
• Investment Management: I craft personalized investment strategies to grow and protect your wealth, balancing risk and reward based on your timeline and objectives.
• Income Planning: I develop strategies to make your retirement income last a lifetime, incorporating Social Security, pensions, and investment withdrawals.
• Tax Planning: As an Enrolled Agent and Member of Ed Slott’s Master Elite IRA Advisor Group, I create strategies to minimize taxes now and in retirement, including Roth conversions and tax-efficient withdrawals.
• Legacy Planning: I help you preserve and transfer your wealth according to your wishes, whether to family, charities, or other beneficiaries.

Simplifying Retirement for PG&E Employees

I understand that PG&E employees have unique retirement planning challenges, including managing 401(k) allocations, pensions, and stock purchase plans. My goal is to take the stress out of retirement planning by providing actionable, easy-to-follow advice.

Consider these key questions:

• When was the last time you adjusted your 401(k) allocation? I’ll ensure your retirement accounts are regularly reviewed and aligned with your goals.
• Concerned about taxes eating into your retirement income? I integrate tax strategies that maximize your income and reduce your tax burden.
• Unsure when to claim Social Security? I’ll help you determine the optimal time to maximize your benefits.

Building Relationships Based on Trust

At Powering Your Retirement, I prioritize trust and transparency. Every PG&E employee I work with is unique, and I take the time to understand your values, goals, and concerns. Whether you’re approaching retirement or already there, I’ll work closely with you to create a plan tailored to your needs.

Why Work With Me?

• Specialized Expertise: I understand PG&E retirement plans better than most advisors, ensuring you get advice specific to your benefits.
• Proactive and Responsive: As a member of Ed Slott’s Master Elite IRA Advisor Group, I stay ahead of changes in tax laws, market trends, and retirement strategies.
• Accessible Advice: I believe financial planning should be simple and stress-free. My no-nonsense style makes complex topics easy to understand.
• Comprehensive Support: Whether you need portfolio management, tax advice, or help with your 401(k), I provide full-service support for every aspect of your retirement.

Let’s Power Your Retirement Together

Retirement should be the most rewarding chapter of your life. My goal is to make retirement planning easy and effective for PG&E employees, ensuring you can enjoy the retirement you’ve worked so hard to achieve.

Let’s start the conversation today. Together, we’ll create a plan that powers your retirement with confidence and success.