We have been helping UPSers for more than 20 years. We know the corporation, we know the culture, we know the benefits and we know how to help you. We “bleed brown” alongside you, and we are confident we are the team of advisors for which you’ve been seeking. Our typical client generally begins their engagement with us just prior to retirement. Their main goal is to determine if they are adequately positioned to retire after their many dedicated years of service to UPS. We will provide comprehensive analysis, education and recommendations related to your pension plan, your UPS Savings Plan, your UPS stock options, restricted stock units and performance units, as well as your extended benefits packets, based on your unique situation.
You can schedule a consultation with one of our advisors by emailing: email@example.com