Helping Teamsters Make Smart Decisions With Their Money.
One-on-one financial planning conversations and advice for Teamsters and their families.
Dreaming of Retirement? Start Planning Now!
Who hasn't thought about how great it will be to finally retire? Local 804 members work hard for their retirement benefits—pension, 401k, and health. Preserving benefits is always a top priority in contract negotiations. Careful planning will go a long way toward enjoying a happy and secure retirement.
We specialize in providing financial education and guidance for our clients and their families as they navigate their way through the process of retirement planning. From pensions and social security options, to annuities, IRAs, and 401k rollover strategies, we're there to help you make the best decisions for your future.
Retire 804 understands that all retirees will face certain risks, such as health care costs, inflation, investment risk, and longevity. We've made it our mission to ensure that your financial plan considers these risks, and provides a strategy on how to minimize them.
Please see our list of services or click the “Contact Us” button so we can take action on your financial future together!
Legal and Disclosures
Securities-related transactions are managed by Halliday Financial's subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly in this article, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels. Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client's investment portfolio. No client or prospective client should assume that any information presented and/or made available in this article serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.