EMPLOYED LEO
Thin Blue Line Financial is committed to establishing a sound relationship before you hire us.
For employed LEO’s there is NO cost while you are working with your department. As such, while you serve, we provide full-service financial planning and asset management at NO cost. It is our objective to establish a strong relationship so that when you do retire, hiring us to manage your money is the natural progression.
We educate on:
Retirement benefit selection within the FRS
Deferred Compensation Accounts
Investment Plan Balances
DROP
IRA Rollovers
Former 401(k) plans
Success is built on a strong relationship and our process is proven.
Retired LEO’s and Personnel
When you retire, we analyze the best course of action for you – what to rollover, what to leave behind and what to consolidate. Each plan (457, DROP or Investment Plan) is very specific. We guide you and help you understand the process.
Thin Blue Line Financial has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Upon retirement, we bill a fixed annual rate which covers all costs associated with managing your money and financial planning.
We manage your assets on a discretionary basis and we do it ourselves. We do not hire outside managers to do our job. That said, our expenses tend to be lower than many other firms.
Retired LEO’s and Personnel
When you retire, we analyze the best course of action for you – what to rollover, what to leave behind and what to consolidate. Each plan (457, DROP or Investment Plan) is very specific. We guide you and help you understand the process.
Thin Blue Line Financial has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
Upon retirement, we bill a fixed annual rate which covers all costs associated with managing your money and financial planning.
We manage your assets on a discretionary basis and we do it ourselves. We do not hire outside managers to do our job. That said, our expenses tend to be lower than many other firms.