Retiring From
NIPSCO

Specializing in helping NIPSCO union workers take control of their financial future whether it's retiring early, supporting your kids’ education, or having the freedom to travel more. Ken understands how busy life can get, and that managing finances can feel overwhelming. But with the right plan, your goals are within reach. Let Ken help you create a strategy that secures your future and brings you peace of mind.

Schedule Now

Tailored Solutions

Financial Planning

Financial planning helps NIPSCO employees set clear, achievable goals while addressing key areas like pensions, investments, insurance, estate planning, and more. Through thoughtful planning, we’ll identify your priorities, tackle challenges, and create a strategy that brings peace of mind for your financial future.

Estate Planning

Estate planning for NIPSCO employees ensures your hard-earned assets are protected and passed on the way you want. It simplifies decisions like titling property, reducing taxes, and using trusts, so you can feel confident knowing your legacy is secure and your family is cared for.

Investment Management

Effective investment portfolio management is the foundation of a strong financial future for NIPSCO employees. By creating a diversified mix of investments, ensure your investments are balanced and aligned with your goals. This approach not only helps grow your wealth but also gives you peace of mind while working, knowing your hard work is building a secure and stable retirement.

Pension Planning

Pension analysis helps NIPSCO employees optimize their retirement income by evaluating payout options like lump sums versus annuities. By carefully analyzing your pension, we can develop a strategy that maximizes your benefits and ensures a steady, secure income for the future.