Retirement Planning For Employees of Burns & McDonnell

Critical Retirement Considerations

Our clientele includes many different levels of staff within the organization, such as Project Managers, Officers, Principals, and Original Shareholders

While each person’s financial situation is unique, certain commonalities exist amongst those sharing an employer and career.  

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 “The Retirement Planning Group (TRPG) currently advises over $150,000,000* worth of assets for clients that are current employees or retirees of Burns & McDonnell.”

as of *05/08/2020

AS AN EMPLOYEE AT BURNS & McDONNELL, YOUR FINANCIAL SITUATION IS UNIQUE.

What You Can Expect

When will I have saved enough that I can choose to continue working but don’t need to?

How can I access my Retirement Savings?

Information about 401k plan, Cash Account Portion of your ESOP and quarterly dividends off your ESOP Stock.

Minimizing tax burden, should you work with an advisor etc.

Dwight has over 26 years of experience in the financial services industry. He has worked with high net-worth individuals, Defined Contribution and Defined Benefit plans, Endowments and Foundations. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a shareholder of The Retirement Planning Group.

If this sounds like YOU…

Download the Whitepaper absolutely FREE.

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The Retirement Planning Group Inc. is registered with the Securities and Exchange Commission and has clients nationwide. We offer retirement planning, wealth management and financial planning services.

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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