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What pension pay-out option is best for you?

Use our pension calculator tool to help determine your pension options.

 
 
 

We provide unbiased expert financial advice from certified financial planners acting as fiduciaries for Lockheed Martin Employees

 
 
 
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Lockheed 401k analysis

Lost on your 401k options or investment choices? We can guide you in the right direction.

 
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Predictive Retirement Planning

Get your free, 100% no-obligation retirement forecast. Schedule a complimentary consultation today.

 
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Pension maximization strategy

Need help maximizing your pension? Learn about all of your options before accepting a lump sum buyout.

 

Strittmatter Wealth Management Group, LLC  provides financial planning services to Lockheed Martin employees and can provide advice regarding their retirement and workplace benefits. Strittmatter Wealth Management Group, LLC is not affiliated or sponsored by Lockheed Martin. 

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We are here to help you reach your financial goals

We provide a cohesive plan that is designed to help you reach your financial goals. Our mission for each and every one of our clients is to enrich, educate, and advance their lives by providing quality advice, client service, and a commitment to excellence in all that we do.

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Our Ongoing Planning Process

 
 
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01. Identify Your Goals & Objectives

Where you want to be

  • Retirement

  • Investments Future Plans

02. Gather Your Information

What You Have

  • Current Investment Statements

  • Tax Returns

  • Estate Planning Documents

03. Perform Analysis

What You Need

  • Defining Gaps

  • Researching Options

  • Running Projections

  • Comparing Alternative Scenarios

04. Create Your Plan of Action

How To Get There

  • Provide Detailed Recommendations

  • Present Your Comprehensive Written Report

  • Educate on Financial Topics

05. Implement Your Plan

Activate The Plan

  • Execute Wealth Strategies

  • Initiate Protection Plan

  • Allocate Investments

  • Utilize Tax Strategies

06. Monitor Your Progress

Optimize to Pursue Goals

  • Meet Regularly

  • Make Adjustments

  • Maintain a Proactive Approach

  • Utilize Private Financial Website

 

Tools & Insights

 
Calculators

Calculate your needs

To ensure that you have an investment strategy that aligns with your financials goals and with your level of risk that you can tolerate, it is important to work with a trusted financial professional. However, for your own financial literacy it never hurts to equip yourself with tools and information to help you make better informed decisions.

Take advantage of our wide selection of calculators that are designed to help you plan for the future and to ensure you are on the right path to reach your financial destination.

Insights

Contact us for further assistance