Retirement from Edison Strategies & Planning
Comprehensive Retirement Planning for Southern California Edison Employees and Retirees.
Maximizing your retirement benefits is crucial to your financial success. We understand the challenges and opportunities faced by those working in the energy sector, and can help you achieve the retirement lifestyle you desire.
Our Edison Retirement Specialists will help you make strategic decisions about employer matching contributions, health insurance, group life insurance, disability benefits, paid time off, deferred compensation plans, and equity compensation.
Losses & Recovery
Our Edison Retirement Planning Process
4-Step Process:
01
Discovery & Analysis
We’ll gather detailed information about your financial situation and personal goals, including your income needs, retirement goals, lifestyle requirements, current assets, risk tolerance, and investment objectives.
02
Plan Development & Presentation
Considering your risk tolerance, retirement timeline, and other factors, we develop and present your customized Retire From Edison plan.
03
Implementation & Management
We help you implement your strategy, including optimal contribution levels, pre-tax vs. Roth elections, and investment selections across all three tiers.
04
Ongoing Monitoring & Rebalancing
Because your retirement investment strategy evolves with you, we provide ongoing monitoring, quarterly rebalancing recommendations, and adjustments as you progress toward retirement.
“How Can I Gain Access to the Money in My Retirement Account?”
Our team at Financial Designs can take your 401(k) retirement account funds and do a “rollover” into an IRA account. From there, you have the flexibility and liquidity to take distributions, as needed, from your bank account.