Is Now The Time to Retire?

Rising interest rates may impact lump sum pension payouts. For retirement-eligible employees, it is time to consider if now is the right time to retire.

Impact On Your Retirement Funds

If you are among those leaning toward a one-time lump sum payment and are close to retirement, it is important to understand how rising interest rates may affect your payout. Reach out to us today to review your retirement plan.
Pension lump sum

We're Here For You

We understand there are a lot of emotional and financial decisions that go into deciding when the time is right for retirement. We are here to help you navigate the road ahead with:


We have many decades of multigenerational wealth management experience.


We are here to listen without judgment to your concerns to help you make the best financial decisions for your unique and individual needs.


We work with you to understand your financial situation and chart the path ahead together.

Next Steps

What you can do today to prepare for tomorrow

Reach Out

We are here to help! If you or someone you know needs help understanding the impact of rising interest rates on their retirement plan, we encourage you to reach out today.

Meet With An Advisor

We will work together with you to review all of your retirement options. By understanding he implications of each decision, you can build a plan to feel confident in.

Achieve Confidence

Reduce emotional and finacial worries with a plan that you can feel confident in. Working with a qualified wealth manager gives you peace of mind for today and in the future.

More Resources


Pat Morrow, CEO, discusses how a rising interest-rate environment might impact your lump sum pension.

Contact Us

We are here to help! Reach out to speak with your financial advisor today.