Annual Enrollment

OVER 35 YEARS OF EXPERIENCE

Since 1983 we have worked across the U.S. with executives, managers, and engineers in the aerospace industry. Each year, during the month of November, we live and breathe Annual Enrollment. Our process is from a wealth planning perspective, understanding that the decisions you make today, will substantially impact your future and retirement journey.

Learn More: Why Us

Our years of experience have given us an in-depth knowledge on the complicated decision making process of Annual Enrollment. We’ve broken it down into steps to help provide clarity around each area of focus. We illustrate election decisions so you can see the impact they provide now and in the future. From a wealth planning perspective, we believe your annual enrollment decisions should be tailored to help maximize company contributions, implement tax strategies, consider Roth conversions, compliment the timing of pensions and/or social security, and generate reliable sources of income now and for your retirement future.

NOVEMBER 2023 - EXECUTIVE STRATEGIES FOR ANNUAL ENROLLMENT
In place of our webinar this year,  we are offering individual Complimentary Consultations
for those who need assistance thinking through their election decisions. P
lease submit the Annual Enrollment form
located at the bottom of the page and we will contact you to set up your personalized appointment.

Client Centered

WEBINAR
EXCLUSIVELY FOR: EXECUTIVES

Spend 60 minutes with Michael D. Miller, CEO, Wealth Advisor, as he walks you through the decision making process, focusing step by step on the key areas of Annual Enrollment.

Includes: Executive Decision Guide, Pro-Tips, Worksheets & Complimentary Consultation*

  • Wealth Planning & Retirement overview
  • Executive Summary
  • Review and study of 401k & ESSP resources
  • Understanding deferrals, payment elections, and other compensation
  • Recording past elections – deferrals and payments (Worksheet)
  • Estimating next year’s income & expenses (Worksheet)
  • Selecting 401k and Executive SSP Restoration Benefit Elections (Worksheet)
  • Selecting Executive ESSP Extra Deferrals Elections (Worksheet)
  • Case Studies – putting the decisions into play

*Complementary Consultation is for individuals who have not previously received a complimentary consult.

And for those who prefer a more personalized approach:


Executive Annual Enrollment - Financial Planning & Consulting Service
2-Hour personalized meeting where we review your decisions and help you implement your elections.

425-643-1800 Call today to get scheduled for November’s Annual Enrollment. Appointments are limited and do fill up quickly.

NOVEMBER 2023 - ANNUAL ENROLLMENT & VIP STRATEGIES
In place of our webinar this year, we are offering Complimentary Consultations
for those who have an election question they need help with. Please fill out the Annual Enrollment form
located at the bottom of the page and we will call you to set up an appointment.

Client Centered

WEBINAR
EXCLUSIVELY FOR:
MANAGERS, LEADERS, ENGINEERS

Spend 60 minutes with Michael D. Miller, CEO, Wealth Advisor, as he walks you through the decision making process, focusing step by step on the key areas of Annual Enrollment.

Includes: VIP Decision Guide, Pro-Tips, Worksheets, & Complimentary Retirement Consultation*

  • VIP Contribution Planning:
    • Ideal contributions
    • Understanding limits and catch-up provision
    • Difference between pre-tax, after-tax, and Roth deferrals
  • Supplemental Savings Plan:
    • Understanding pros & cons of SSP enrollment
    • Determining ideal payout schedule and age selection
  • Roth Conversions:
    • Benefit of maximizing VIP after-tax deferrals
    • Converting VIP after-tax balances to self-directed Roth IRA

*Complementary Consultation is for individuals who have not previously received a complimentary consult and are within three years of retirement.

If you are interested in a more personalized approach to your financial planning:


Initial - Financial Planning & Consulting Service
Three to four personalized 2-Hour meetings to review your objectives and goals, current allocations, tax strategies, and cash flow scenarios.

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