S&D Capital provides in-depth knowledge on the Whirlpool Retirement Packet. We can work with you on addressing your questions related to health insurance costs and concerns, medicare insurance guidance, pension distributions and 401k guidance.
Looking for guidance on how to retire from Whirlpool? We can help you identify your retirement goals and the actions you will need to take to achieve them! S&D Capital specializes in investment advice as it relates to the Whirlpool Retirement Packet, having worked with individuals from Whirlpool for over 10 years.
Developing a financial plan to meet your needs can be complex. We will help guide you in making these retirement decisions. We offer advice on identifying how much to put away in your 401K and how to allocate it, we offer free retirement forecasting, and work with you on VGA lump sum payments. Additionally, once a packet has been requested, S&D Capital can help you navigate the employee portal.
Jason began his career in the financial service industry in 2004. He joined S&D Capital in 2015 and specializes in investments, life and long term care insurance as well as Medicare insurance products.
Brent began his career in the financial services industry in 2000. He co-founded S&D Capital in February 2006 to better serve the financial planning needs of individuals, families, and small businesses. Brent is a life-long resident of Oregon and takes great pride in making the community a better place for all.
Frank is a Certified Financial Planner™ professional beginning his career in the financial services industry in 2003. Frank's actively involved in a variety of boards and organizations and holds FINRA Series 7, 24, 63, and 66 securities licenses and multiple health and life insurance licenses.