Frequently Asked questions

After gathering some information regarding your personal retirement goals, we will set up either a video or phone conference depending on your preference, and share the best income products we were able to find in your state.

There is no cost to meet and review our offerings. If you don't like any of the proposals there is no obligation to implement anything.

If you do utilize one of our proposals, we may receive a fee from one of the products you decide to implement. All of the income proposals you view will be net of any fees so you can know what to expect to receive in retirement.

All of the products we search through are required to file their payout rates with each state, so there is no difference in payout whether we find them for you or not. We do have relationships with over 100 providers so we can save you time by searching our database for the highest payouts for your situation.

No, we will only use a portion of the assets to purchase a lifetime stream of payments equivalent to your household expenses. For the remainder of the assets, you may want to consider staying in your employer sponsored plan, as you may have access to institutionally priced investments. We can help review the cost of your employer plan and determine if they will allow you to take systematic withdrawals in retirement.

As an independent firm, we work only for our clients and provide a high level of personal customer service. After receiving your information, you will be assigned a personal client advocate, based on your state of residence. Your advocate will be your ongoing contact for all of your questions. We are eager to get to work for you! info@pensionstreet.com