facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Voluntary Exit Package

Assistance


How can we help with life's big decisions?

At Prosperity Wealth Planning most of our clients are current and former automotive associates. We are experienced in working with retirement plans, benefits and compensation packages. We will work with you to evaluate your current financial situation and what the Voluntary Exit Package means to you.  

Click here to schedule a VEP Review.  Click here for our New Client Confidential Questionnaire.

Voluntary Exit Package Review Meeting

· Review current retirement plan 

· Review benefit options including pension, health care, and compensation packages

· Evaluate tax strategies related to lump sum distribution

· Documents needed for the meeting:
  - Paycheck Stub(s)
  - ToyotaRev Lump Sum Calculator
  - Social Security Statement(s)
  - Pension Estimate
  - Retirement Plan Statement(s): 401(k), IRA, Roth IRA, Deferred Compensation
  - Liabilities: Mortgage(s), Credit Card

Click here to schedule your complementary 60 minute Voluntary Exit Package Review Meeting

Voluntary Exit Package Meeting