Free review by our advisory team
Talk to a fiduciary advisor about your offer
A pension election is one-time and irreversible, and the two voices most people hear, the employer making the offer and salespeople who want the rollover, both have a stake in your answer. Our advisors do not. Tell us about your offer and one of them will personally review your numbers, free, and help you decide before the window closes.
Fiduciary advisors
Obligated to act in your interest, not to sell you a product.
Free, no obligation
A no-cost review of your offer. Walk away any time.
Private
We never sell your information. It is used only to help you.
In writing
A clear recommendation you can hold onto before your deadline.
Step 1 of 3 · Your offer
Do you have a buyout offer right now?
How the review works
Three steps, no cost, and no obligation at any point.
- 1
Tell us about your offer
Two minutes: the offer size, your deadline, and a little about your situation. No account, no documents required to start.
- 2
Talk to a fiduciary advisor on our team
One of our advisors reviews your numbers and walks you through the tradeoffs on a free call, at a time that works for you.
- 3
Get a clear recommendation
You leave with a plain-English read on whether the lump sum or the pension fits your life, in time to act before the window closes.
Common questions
Is the consultation really free?
Yes. The initial review of your offer is free and carries no obligation. You are never charged to talk through your options, and you can walk away at any point.
Who are your advisors?
Fiduciary advisors, meaning they are obligated to act in your interest rather than to sell you a product. They review your specific numbers and explain the tradeoffs so you can decide with confidence.
What do I need to have ready?
Nothing to start. It helps to have your offer letter and, if you have it, the plan's calculation worksheet. The more you can share, the more specific the advisor's review can be.
Will you pressure me to take the lump sum?
No. We have no annuities, funds, or insurance to sell you, and declining a buyout is often the right call. The goal is a clear recommendation for your situation, not a sale.