When it comes to financial planning at Pereira Wealth Management, our services revolve around the individual needs of our Union member clients and their families. We help position our clients to help maximize their pension and savings, so they can plan for and enjoy retirement. Find out how Pereira can be of service to you.

Pereira Wealth Management’s financial planners specialize in retirement planning, specifically for Union members. To adequately prepare for retirement, you’ll face many important decisions regarding your pension distribution, investment, and withdrawal strategies. And when it comes to your pension, in particular, you only get one shot at choosing your optimal path. We’ll educate you on your options, provide a thorough analysis of each one, and help you choose the path that makes the most sense for your situation. We can also advise you on other pre- and post-retirement strategies to help maximize your lifetime income potential.

Our financial planning and investment advising processes are centered on your personal situation, goals and objectives. Based on a deep understanding of your situation and time-tested strategies, we’ll develop highly personalized plans tailored to your needs and preferences. Then we help you implement, monitor, and adjust your plans along the way to keep you on track toward your goals. In keeping with our transparent approach, we offer non-commission-based planning services, meaning we don’t profit from recommending any specific products or services, and we only succeed when you succeed.

You want to retire — without having to think about stock market volatility, rising healthcare costs, inflation, and whether or not you will outlive your resources. Knowing exactly how to plan and prepare for retirement, however, can feel overwhelming. Pereira Wealth Management’s financial planners can help you plan confidently for a retirement you can enjoy to the fullest. We know how to navigate the complexities of Union member pension plans, employer processes, disbursements, tax planning, and more. We’ll help you maximize the potential of your pension plan and lifetime savings for a better retirement.

At Pereira Wealth Management, we are committed to providing reliable, responsive service, but we are also invested in the education of our Union member clients and their families. Whether you’re an experienced investor or you’re just starting out, we offer a variety of enriching educational opportunities designed to help enhance your investment practices and to aid your understanding of the possible risks and rewards of various investment strategies. Through our commitment to education, we strive to empower our clients to follow sound, objective financial and investment practices while avoiding emotional and impulsive decisions.

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Interested in our process or methodology and what we can offer you? Dive deeper into our strategy, and take a look at the summary for our retirement income and analysis process.