TIME-SENSITIVE: Verizon separation package decisions have strict deadlines. Book your free consultation today.
Attention: Verizon Employees

Your Most Important Financial
Decisions Start Now.

Receiving a separation package or approaching retirement? The choices you make in the next 30–60 days could shape your financial security for decades. Get expert, no-cost guidance from three Certified Financial Planners who specialize in exactly this.

Book Your Free Consultation
⚠️ Separation package elections are irrevocable — don't sign anything before speaking with a CFP®.
Egan Wealth Advisors financial planning consultation for Verizon employees
What We Do

Our Services

Full Service Financial Planning Practice
Investment Management
Social Security & Medicare Planning
Retirement Income Planning
Tax Planning & Preparation
Estate Planning
Insurance Planning
Key Decisions You Face Right Now

We Help You Get Them Right

Separation Package
Should you take the lump sum or roll it into an IRA? We model both scenarios and show you the full long-term tax impact before you sign anything.
Pension & 401(k) Options
Annuity vs. lump sum? Keep the Verizon 401(k) or roll it over? These elections are irreversible — get them right the first time.
Income Planning for What's Next
Whether you're retiring, changing careers, or starting a business, we'll build a comprehensive income plan so your money works as hard as you did.
Why Egan Wealth Advisors

Why Choose Us?

Common Questions

Frequently Asked Questions

We review your specific Verizon package, pension options, and 401(k), then walk you through each decision with a clear, personalized analysis — no sales pitch, no pressure.
Absolutely not. The consultation is free with zero obligation. We want you to have the information you need to make a confident decision, whatever you choose to do next.
We're scheduling consultations quickly given the Verizon deadlines. Fill out the form below and we'll reach out within one business day to set up a time.
This is one of the most important and irreversible decisions you'll make. The answer depends on your age, health, other income sources, and investment comfort level. We model both scenarios in your consultation.
You generally have options to keep it in-plan, roll it to an IRA, or roll it to a new employer's plan. Each has different tax, investment, and fee implications — we walk through all of them with you.
Yes. As registered investment advisors, we are legally required to act in your best interest at all times — not our firm's, not a fund company's. Your interests come first.
Get Started

Book Your Free Consultation

Fill out the form and one of our CFP® advisors will contact you within one business day.

Your information is kept strictly confidential and will never be sold or shared.