IMPORTANT TAX INFORMATION

Retirement Benefits

Retirement Benefit Planning

McPherson Financial Group is comprised of professionals seasoned in all aspects of retirement benefits packages such as pension planning, stock purchase programs, and “backdoor” Roth strategies. We have worked extensively with the following companies*, including:

  • Boeing
  • Collins Aerospace
  • L3Harris
  • Lockheed Martin
  • NASA
  • Northrop
  • ManTech
  • SpaceX
  • Coca-Cola
  • Verizon

We have been sharing our knowledge and experiences of retirement benefits packages offered since 2008. Our goal is helping all employees live as richly as possible with the resources they have to work with during their golden years. Through our unique and refined process known as “outcome-focused planning,” we help you navigate the decision-making process necessary to maximize your benefits and minimize taxation while avoiding the common pitfalls and mistakes many employees make.

*McPherson Financial Group is not affiliated, nor endorsed by the aforementioned companies.

Federal Employees

We have years of experience with helping serve some of our country’s federal employees to optimize their benefits by focusing on retirement strategies and products that work toward their retirement goals while benefiting from specific programs designed for federal retirees.

Executive
Benefits


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Pension Income and Social
Security Leveling


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