ESOP Plans Burns & McDonnell Seattle, WA
Financial Planning – Wealth Management – Retirement Planning – Investment Management
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Start by working with a Burns & McDonnell ESOP Retirement Specialist serving Seattle
Our team of Burns & McDonnell Retirement Specialists serving Seattle, WA have the knowledge and experience working with Burns & McDonnell Employee Stock Ownership Plans (ESOP) to help you achieve your personal financial goals.
Our Burns & McDonnell ESOP Retirement Specialists servicing Seattle are well versed in:
- Focusing on retirement income from your ESOP, trust planning, estate planning, tax planning, and insurance planning, for Seattle residents.
- IRAs, portfolio management, 401(k)s, and more.
- ESOP Distributions, Schedule of ESOP Withdrawals, Roth Conversions, Company Stock Transfer, and Net Unrealized Appreciation.
- Tax Considerations and implications for your Burns & McDonnell ESOP.
- Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.
We know our clients have specific and very different financial goals. When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Service Associate.
We have Burns & McDonnell Retirement ESOP Plan Specialists for Seattle, and we have been providing retirement planning services for individuals throughout Seattle, WA for years. You’ve worked hard for your money. Now let us make your money work for you.
At The Retirement Planning Group, we understand that your employment with Burns & McDonnell comes with a unique financial situation that only comes with having an ESOP. That’s why we developed an exclusive guide on Retirement Planning for Employees of Burns & McDonnell.
Dwight Twillman has over 26 years of experience in the financial services industry. He has worked with high net-worth individuals, Defined Contributions, and Defined Benefit Plans, Endowments, and Foundations. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a shareholder of The Retirement Planning Group.
From financial planning to family legacy planning, to Employee Stock Ownership Plans (ESOP), retirement planning to risk management, tax strategies, and trust services, our wealth managers will provide years of financial experience to help you make the best decisions to give you peace of mind.
