Are you considering early retirement or faced with a separation of service that wasn't part of your original retirement plans?
If so, high-interest rates and falling lump sum valuations might be a concern.
Schedule a free phone consultation to determine your best course of action - it only takes minutes, and there's no obligation.
Or call 810-354-7976 for your free phone consultation.
GET THE CLARITY YOU DESERVE.
Make the Most of Your Retirement Earnings!
"We've helped hundreds of people successfully plan for retirement over the last 40 years!" - Jim Kruzan, CFP®, CRPC®
Watch the video for three important factors you should consider BEFORE deciding on pension vs. lump sum.
If you're serious about considering the lump sum option, let us help you run the numbers first.
Our complimentary consultation includes a Hurdle Rate Analysis that will help clarify the decision between pension vs. lump sum so you can make the most of your retirement savings.
Free Phone Consultation
Learn how our team can help plan your bigger, bolder retirement. It only takes minutes to get started and there are never any obligations. Schedule a consultation below or call us now at 810-354-7976.
Free Hurdle Rate Analysis
Meet with one of our Certified Financial Planners to get started on your free Hurdle Rate Analysis and gain clarity on your retirement plans. Schedule your meeting now to get started. No obligations.
7 Retirement Planning Mistakes
Stay on target with your retirement plans by avoiding these seven common retirement planning mistakes made by pre-retirees. Click below to get your free resource.
FREQUENTLY ASKED QUESTIONS
We've got A's for your Q's
What is a Hurdle Rate Analysis?
Our Hurdle Rate Analysis will help determine the internal rate of return your lump sum will need to earn to be equivalent to the pension. This is a very important number! If the number is too big (not achievable), it's probably best to take the pension. If the number is reasonably low (considering a few other key factors), the lump sum just might make sense.
What can I expect during my consultation?
During your consultation, we'll collect a little more info about you and your resources to begin preparing your complimentary Hurdle Rate Analysis. Upon completion, we'll get back together to review and explore all of your options and make sure you have answers and resources for any lingering questions.
How do I contact Kaydan directly?
Getting in touch with us is easy!
Give us a call at 810-354-7976 or visit our website and submit a question on our Contact page.
You've worked your entire life to get to this point.
You deserve to feel confident in your decision.
Schedule your complimentary consultation to get started on your Hurdle Rate Analysis right away!
329 W. Silver Lake Road, Fenton, MI 48430 | 2701 Cambridge Ct., Ste. 412, Auburn Hills, MI 48326
Investment advisory services are offered through Kaydan Wealth Management, Inc., a Registered Investment Advisor with the State of Michigan. Information on this website is directed toward U.S. residents only. Kaydan Wealth Management only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration as an investment advisor does not constitute an endorsement of the firm by securities regulators nor does it indicate that the advisor has attained a particular level of skill or ability. Information on this website does not involve the rendering of personalized investment advice but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. This website is a publication of Kaydan Wealth Management, Inc. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Links are being provided for information purposes only.
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