RETIREMENT BENEFIT SELECTION
Choosing between the traditional pension, DROP or Investment Plan can be daunting. It is a one-time irreversible decision; we help guide you to make sure you understand the nuances of each benefit and make sure your choice is the correct one.
We make recommendations and provide portfolio monitoring services for the employed. We directly manage portfolios for our clients that have separated from service. Thin Blue Line Financial has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts.
INCOME / DISTRIBUTION PLANNING
We provide a plan for withdrawing your money to make sure your money lasts. We also analyze all the different pension benefit choices and help you make the most informed and best decision for you and your family
Whether it is building a house in TN or taking Social Security, we are here to help you make informed, sound financial choices throughout your life.