Retirement Planning
Chances are you’ve heard of us from a fellow employee. For around 20 years, our team has been helping lifelong Quaker Oats and Rockwell Collins employees design their retirement savings to help achieve steady income and manage all they’ve worked so hard for. Many of the employees we serve aren’t with us simply because of the company’s presence here in Cedar Rapids, but because of our strong focus on retirement planning.
Working with employees over time who have reached their peak retirement age has led to our strong understanding of retirement planning needs. You face many complex issues in managing your personal finances, including creating an income stream for retirement, diversifying your assets and how to best handle owning a large concentration of company stock. Our team specializes in providing consulting services on:
- Retirement income plans
- 401(k) options
- Concentrated stock positions
- Pension programs
- Stock options
- Stock ownership requirements
Bridgeway Wealth Management, LLC are independent from, and are not affiliated with nor endorsed, authorized, or sponsored by Quaker Oaks or Rockwell Collins.