The professionals at Align Wealth Management know the Verizon retirement process. With over 25 years of experience, we have assisted thousands of Verizon executives, managers, and associates navigate the road to retirement and make sound investment decisions. To determine if you are on track to pursue your retirement goals, make a virtual appointment to review your retirement plans. From walking you through pension plan options and healthcare plans to helping you understand all the available options, we can help you better position your benefits and giving you a complete picture of what you will receive.
With over two decades of financial planning experience, LPL Registered Representative Sean Farrell will ensure that your investments are handled with honesty and integrity.
Schedule a phone or video conference appointment today to get a second opinion of your current plans or review your benefits package. During a comprehensive benefits review, Align Wealth Management will provide you with a personalized analysis, including:
- Compensation Plan
- Pension Plan Benefits
- Compensation Plan
- Pension Plan Benefits
- Severance Plan
- RIF (Reduction in Force) Package Analysis
- IPP (Income Protection Wealth) Package Analysis
- EIPP (Enhanced Income Protection Plan) Package Analysis
- Employment/Retiree Healthcare Plan
- Life Insurance Benefits
- Navigation of Benefits Website
- Consultation Regarding Pension Commencement
Be prepared for the EIPP Release Date
Book your one-on-one, personalized meeting today!
- Interest rates going up; Lump-sum pensions going down
- Economic Driven 401k Allocations
- Retirement Income Analysis based upon your needs
- Align Wealth Management walks you through the retirement process and paperwork so you can retire with confidence.
To schedule your No Cost/No Obligation meeting with Sean M. Farrell, LPL Registered Representative, Align Wealth Management, please contact AWM, Coordinator Nicole Ry by phone at (978) 323-0622 or email.
*Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).
Insurance products are offered through LPL or its licensed affiliates. Align Credit Union and Align Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Align Wealth Management, and may also be employees of Align Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Align Credit Union or Align Wealth Management. Securities and insurance offered through LPL or its affiliates are:
| Securities and insurance offered through LPL or its affiliates are not Insured by NCUA or Any Other Government Agency Not Credit Union Guaranteed Not Credit Union Deposits or Obligations May Lose Value |
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
