Pensions, retiree health benefits, and employer-sponsored plans like 401(k)s or 403(b)s can be powerful retirement tools — but only if they’re working in your favor. Many retirees leave money on the table or risk losing benefits simply because they haven’t reviewed their options.

We’ll help you understand the fine print, identify hidden risks, and make sure your employer-provided benefits align with your retirement goals.

Before making big decisions about your employer benefits, let’s review them together so you can feel confident you’re making the most of what you’ve earned.