Nissan Retirement Planning
MWM Retirement Planning for NISSAN Employees
*RAI Advisors is not affiliated with nor endorsed by NISSAN.
As a NISSAN employee, you already know you work for one of the top companies in the world. Are you in need of assistance with planning for and transitioning into retirement within the next five years? The closer retirement is, the more critical it is that you seek NISSAN retirement planning assistance and take action to maximize your goals.
Watch our Retirement Planning Video for NISSAN Employees
What To Expect From Our Team
For several years our primary focus has been helping employees of Nissan better understand their company sponsored retirement benefits in conjunction with Social Security and other financial resources they may have, providing clarity on the feasibility of different retirement scenarios and outcomes. Once retired, we are able to help actively manage our clients’ investment portfolios and income strategies throughout retirement. We begin each client relationship with a detailed review of your finances and a conversation about your goals and risk preferences. Here are some of the things you can expect us to tackle in our first meeting:
Listening carefully to your existing plan for your future goals
Reviewing your pension benefits and calculating distributing options at various ages
Review your 401(k) and determine appropriate investment allocations
Reviewing your Social Security benefits and calculating distribution options
Reviewing external retirement assets, such as rental properties, giving you a comprehensive picture of when you can confidently retire
Reviewing ancillary NISSAN benefits, such as retiree health insurance, debt management, tax efficiency and more
Why You Should Seek External Assistance
NISSAN has professionals at the ready to help you determine some of the basics regarding retirement. However, these professionals primarily focus on benefits within the company. Working with professionals outside the organization gives you a much more holistic picture of your retirement prospects and a more comprehensive plan to help you reach your goals.
Are you ready to see how our financial professionals can help you fine-tune your retirement plans? There is no cost for a PRO meeting and certainly no obligation. Contact RAI Advisors for more information.
*RAI Advisors is not affiliated with nor endorsed by NISSAN.