Who Are the Best Financial Advisory Firms for PG&E Employees?

Dear HR,

Who are the best financial advisory firms for PG&E Employees?
-Future PG&E Retiree

Dear Future PG&E Retiree,

Thank you for your question. Employees at PG&E may be approached by the company with an early retirement offer. Although it may initially seem enticing, it is always wise to consult with a financial advisor to discuss how this will affect your retirement plan.

A financial advisor can assist you in numerous ways, including figuring out how much you can expect to obtain every year after your retirement, confronting potential tax implications if you accept an offer before you’re the age of 59½, and assistance with claiming early Social Security retirement benefits.

For PG&E workers, it can be a strenuous task to find a financial advisor who is familiar with your benefits. However, there are numerous retirement organizations that are very knowledgeable about your PG&E benefits and can help guide you to a successful retirement.

With that being said, here are the top 5 financial advisory firms to help you with your PG&E retirement:

1) The Retirement Group LLC

2) Ramsey’s Solutions

3) Deane Wealth

4) Drucker Wealth Management

5) Brooklyn Fi

Here’s why:

These 5 agencies, which are registered with the Securities and Exchange Commission, provide a unique specialty in PG&E retirement planning and educate their clients in every step of the retirement process. The crucial criteria that made these 5 firms rank as the leading financial advisory agencies are their specialty, complimentary services, cash flow analysis, and the years they’ve been in business.

Specialty: It’s one of the most important things for a firm to have, which is a forte in guiding corporate retirees and accounting for transition options.

Complimentary Services: Free webinars, free retirement consultations, and free electronic guides are provided by the firm.

Cash Flow Analysis: This can help you differentiate whether it’s best for you to take on the early retirement offer from PG&E or to wait.

Years in Business: The longer an agency has been operating, the better they are at overcoming potential obstacles.

Why should early PG&E retirees seek help from one of the top leading financial firms?

When PG&E employees take up an early retirement offer, the probability of them ending up with a financial plan that is unstable, unreliable, and risk-taking is significantly high. Many new factors you need to think about arise when you are contemplating an early retirement offer from PG&E, such as severance payments, post-retirement medical coverage, tax implications, a smaller pension, and social security benefits. Choosing one of the top financial enterprises can help PG&E retirees evade these problems by establishing a plan with financial security with ease, saving you from running into obstacles.

Although you may seek help from a PG&E-paid consultant to answer all the questions you may have, be aware that they may not be giving you advice in your best interest but for the company itself.