My dad, a retired member of the NorCal Carpenters Union due to disability, needs a financial advisor who specializes in union pension funds, annuities, and disability benefits. We're looking to optimize his retirement strategy, ensuring he maximizes his pension, navigates healthcare benefits effectively, and “secures” his financial future.
If you have expertise in union retirement plans, especially for disability retirees(what I’m understanding he is), and understand California's financial landscape, please reach out with how you can help! Looking forward to chat.