Our Retirement Income & Analysis Process
How Your Information Frames Our Process
We don’t take your retirement planning lightly. We want to truly understand your goals, needs, and desires so we can keep them close to your plan. The initial period is devoted to us truly understanding you. Here is the key information we’ll be collecting in order to craft your personalized strategy.
Member Information
- Income information
- Social Security
- Pension planning information
- 401 (k) plan information
- Other retirement account information (Traditional IRA, Roth IRA, Additional 401(k), etc.)
- Same info for spouse
Other Accounts
- Type of Accounts (savings, investment, etc.)
- Type of ownership (member, spouse, joint)
Additional Income Sources
- Type of income
Retirement Income Goals
- Budgeting method or Estimation method
- Portfolio selection
Risk Tolerance Assessment
- Your time horizon
- Your risk perspective
- Your investment objective and portfolio recommendation
Helpful Items
- Recent paystubs
- Retirement account statements
- Pension estimates
- Other investment statements
- Social security statements (if available)
Our Services
We specialize in financial and retirement planning services for labor Unions and their members. We offer consulting services, financial, investment, and retirement planning services, financial education, and other financial services.
Our Approach
At Lohnes Wealth Management, we take a responsive approach to helping union members like you harness the greater potential of their pension plans, in pursuit of the lifestyle and retirement they desire — and deserve.
Our Team
Lohnes Wealth Management is a trusted independent retirement services firm that exists to serve the unique financial and retirement planning of hard-working men and women and their members based on our founder, Jim Lohnes.