LIFETRAXX Financial Tool

Money, and managing it, requires a lot of attention. Not only can wealth management quickly turn into a full-time job on its own, it can be difficult to develop the best strategies to help toward achieving your short and long-term goals.

School Employees

LIFETRAXX is a personalized retirement analysis specifically designed for individuals that are going to receive a defined benefit pension plan. LIFETRAXX is able to answer the difficult questions that many individuals struggle to find the answer to. With the ever changing landscape of pension plans around the nation it becomes more and more difficult to get the answers to questions such as:

What are the dates that I am eligible to retire?
What if I retire earlier than my scheduled retirement date?
If something happens to me will my loved ones be taken care of?
Is it beneficial for me to purchase more years of service?
Can I draw on my pension and continue to work?

LIFETRAXX provides very specific and detailed answers to many of these questions while presenting them in a format that is very easy to follow and understand. The key to getting the most out of your defined benefit retirement plan is understanding all the options that you have.

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Representative is registered with and offers only securities and avisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave, Carpinteria, CA. (800) 874-6910. Williams & Co. and PlanMember Securities Corporation are independently owned and operated companies. PlanMember is not responsible or liable for ancillary products or services offered by Williams & Co. or this representative.