Retirement Planning and Pension Analysis
An individual's pension is one of the most significant financial assets. Unfortunately, research suggests that too many professionals do not understand their defined pension program and many wait until it’s time to consider retirement before making an effort to enhance understanding about their largest personal asset. In too many cases this can lead to decision making that is not in the overall best interest of the prospective retiree. With our team of certificated human resources administrators, licensed life/health insurance agents and our President's minority ownership in Synergy PHD; Aspirational Insights has the bandwidth necessary to meet all of your pension analysis, retirement planning, insurance and annuity needs.