Union Members
At first glance, Union members seem like an odd fit when grouped with Social Impact Professionals such as Educators, Healthcare professionals and Nonprofit Executives.
​
Although the approach is different, their needs align very well with the Smart Finances, Simplified approach of Whitican Wealth.
Educate
Union benefit programs are typically complex, and a single Union or workplace might offer several different benefit programs, based on when the Union member entered.
When it comes to investments, our Union member clients are often more independent. We help them to understand their benefit programs, to update and focus on investment-related tax strategies now and into retirement, while providing as much or as little investment guidance as needed. We often act as sounding boards, helping these clients to evaluate information and potential directions with greater depth.
Consolidate
When those Union members approach the decade leading to retirement, we revisit their financial strategy.
​
We work with them and make any adjustments needed to help toward retirement, taking into account stable income, other household retirement assets and the need to continue growing assets throughout retirement.
