Procter & Gamble employees and retirees can face complex choices when it comes to their retirement benefits. Questions on how to manage your retirement package, how to exercise stock options, and how to take advantage of Retirement Plus options require expertise that many financial advisors lack.

We have deep experience with Procter & Gamble’s unique retirement package and have been helping executives and other employees make a smooth transition into retirement for years. We will work with you on a financial plan that addresses cash flow, benefits, Social Security, and taxes so you can enjoy the lifestyle in retirement that you worked so hard to achieve.