top of page


Boeing Pre-Retiree Planning

Stephen and Michael have been a trusted resource for pre-retirees over two decades.  We are passionate about helping clients navigate through the decisions impacting their retirement benefits and evaluating unique incentive compensation offerings. We can help you evaluate the important decisions regarding pension survivor options, lump sum options, Social Security income timing, VIP options, and the timing of SBP and DCP installment payments.    

bottom of page