Financial Planning and Retirement for Power and Electrical Workers
We Work Hard So You Don’t Have To Anymore
As a power and electrical worker, planning for retirement has a unique set of challenges. Between your 401k, joint brokerage accounts, NEBF pension, and NEAP annuity, there are a lot of moving parts. Most financial advisors are not familiar with the complexity of union retirement benefits.
At Lewellyn Wealth, we specialize in navigating the complexities of these accounts. We have spent decades working with IBEW members and power workers across the Pacific Northwest. We know NEAP. We know NEBF. We know NECA. And we know how to build a retirement plan that makes the most of every benefit you’ve earned.
Comprehensive Retirement Planning
Retiring as a power worker involves a lot of moving parts, and we make sure none of them fall through the cracks. Our retirement planning covers:
Income Planning
We build a clear picture of your retirement income across every account and benefit you have earned.
Investment Management
We actively manage your portfolio so your money keeps working in retirement, the same way you worked hard to earn it.
Beneficiary Planning
We make sure your accounts are properly titled, your trust is structured correctly, and your assets go exactly where you want them to.
Milestone Planning
At 59 and a half, 62, and 65, critical decisions need to be made. We make sure you are prepared for every one of them.
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.
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Our Process
Working with a new financial advisor can feel overwhelming. At Lewellyn Wealth, we have developed a clear and straightforward process designed to make sure you feel informed, confident, and taken care of every step of the way.
Discovery
We start by getting to know you, your goals, your current situation, and what retirement looks like. No assumptions, no model portfolios. Just a conversation with an advisor that wants to hear your story.
Investment Plan
We present a fully custom investment plan and IPS (Investment Policy Statement) built around your specific needs and with clear recommendations for how to move forward.
Mutual Commitment
We make sure we're the right fit for each other before anything is signed. This is a long-term relationship, and we take that seriously.
Getting Organized
Within 45 days we handle the paperwork, get your accounts in order, and make sure everything is properly titled and structured.
The Advanced Plan
A comprehensive evaluation of your entire financial picture. This includes investments, estate planning, tax strategy, and legacy planning. We then provide a comprehensive plan to move forward.
Your Professional Network
We coordinate your entire financial team. This can include your CPAs, estate attorneys, and more. Working with your other financial specialists ensures that every aspect of your financial life is covered.
Hear From Our Clients
Let’s Work Together To Protect and Grow Your Wealth
You work hard for your money. We work just as hard managing your assets in a way that is fully custom, aligns with your life goals, and helps you better protect and grow your wealth.