S&D Capital | Planning to Retire from ProMedica?

Planning to Retire from ProMedica?

As you look at your retirement plan options from ProMedica Health System, look to S&D Capital to be your partner in helping you sort through all your options. S&D Capital has helped employees retire from ProMedica for many years.

S&D Capital has worked with all facets of the retirement options at ProMedica.

We have and continue to help people sort through their pension options, 401K plan details, and help clients develop an income strategy so they can retire on their OWN terms. Over the years the options that ProMedica has offered have changed several times, and the pension plan access and information can be hard to decipher of what options you have. S&D Capital has been right there helping employees look at their entire picture and examining how best to maximize all the benefits offered by ProMedica.

Items to consider when examining your retirement from ProMedica:

  • Pension Plan Options - lump sum, monthly annuity, survivor benefits
  • 401K Plan Details with Fidelity- pros & cons of staying with Fidelity. S&D Capital can work directly with Fidelity
  • Income Needs Analysis- this is crucial to determine if you can retire comfortably
  • Tax Planning During Retirement- analysis of what your tax rates will look like based on income sources
  • Healthcare Coverage – knowing your options when you retire


Check the background of investment professionals on FINRA’s BrokerCheck