Your Kaiser Permanente retirement benefits can be complex and confusing. Don't leave one of your biggest life milestones up to chance. Our team of advisors can guide you step-by-step to retiring, helping you understand your retirement benefits and building a solid financial foundation for your years ahead.
For many Kaiser Permanente employees, we understand there can be a gap between the information that HR and retirement plan providers give to you and the information you need to fully comprehend the sum of the pieces of your benefits.
We're here to close that gap. The purpose of our Farther Focus team doesn't stop at simply building a financial plan around your career at Kaiser Permanente. We're here to be your guide in each step of the journey. We go above and beyond to walk you through all the paperwork involved in retiring — healthcare, 401k, and social security, just to name a few — so you can feel confident that no stone has been left unturned.
We build a comprehensive plan for AT&T employees to give you clarity on when they'll be ready to retire
We have strategies specific to the AT&T pension to guide you to the best option for your situation.
We will help understand the different coverage options, ensuring that you’re maximizing the benefits for your entire family.
We're not only here to develop your financial plan. We'll be beside you for each step and each piece of paperwork related to retiring, including 401k, Medicare, and Social Security.
Whether you're a physician, salaried employee, or union member, we guide you to the best options for your unique situation.
We will help understand the different coverage options, ensuring that you’re maximizing the benefits for your entire family.
We do more than develop your financial plan. We're beside you each step of the way and for every piece of retirement paperwork, including 401(k), Medicare, and Social Security.
We build a comprehensive plan for Kaiser Permanente employees to give you clarity on when they'll be ready to retire.
Farther is built on the foundation of great people paired with exceptional technology. Led by experienced financial advisor Michael Lee, our Farther Focus Team is laser-focused on providing holistic wealth management and fiduciary advice specifically to soon-to-be retirees of large corporations like Kaiser Permanente.
The Focus Team takes specialization farther. As a team that caters specifically to pre-retirees and retirees, we enhance our offering by providing consultative services geared toward physicians and employees of Kaiser Permanente. We have decades of experience with KP benefits, helping us understand the nuanced difference each union provides. We also have clients and family that have either retired from or still work at Kaiser, giving us a unique insight into the company. With that blend of experience and expertise, we're here to help you retire confidently.
Simply fill out this commitment-free form to begin. We look forward to getting to know you.
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