We Help Boeing Employees Prepare and Transition
into Retirement with Confidence

You have dedicated decades of your life to your career.
Make sure you are rewarded in retirement.

Schedule Your Retirement Plan Consultation Today!



Your plan will provide answers to the following questions:

◉ Your plan will provide answers to the following questions:
◉ Am I creating an unnecessary tax bill in retirement?
◉ How much money do I need saved to live the retirement I want
◉ How do I decide when to start claiming social security?
◉ How does a long-term care bill affect my retirement plan?
◉ How does rising inflation and interest rates impact my planning and investment strategy?

 

Why Palm Capital Management?

◉ More than 10 years of experience helping hundreds of employees prepare and transition
into retirement.
◉ Independent of Boeing and Fidelity – we work for YOU.
◉ True financial professionals holding a CFP® designation, NOT salespeople.
◉ Fiduciaries that are legally and ethically bound to act in YOUR best interest.
◉ Unlike national retail firms, we DO NOT try to sell our own financial products.


Take Control of your Retirement
Click Here to Schedule your Appointment Today