top of page
Calculator, coins, and notebook titled PRIORITIES.

Helping Teamsters Make Smart Decisions With Their Money.

Man speaking at a Teamsters Local 294 Retiree Chapter event

One-on-one financial planning conversations and advice for Teamsters and their families.

Two Adirondack chairs on a wooden dock at sunset

Comprehensive advice tailored to your personal goals.

Welcome to Retire294.com

Mission Statement: We provide financial solutions to clients who value advice and comprehensive strategies implemented with enthusiasm, intelligence and discipline.

Dreaming of Retirement? Start Planning Now!

Retirement income planning can feel like a monumental task but careful planning will go a long way toward enjoying a happy and secure retirement. We know Local 294 members work hard for their retirement benefits—pension, 401k, and health. That's why Local 294 provides members with free professional financial planning. Having a knowledgeable team behind you, will help you retire on your time. 

Join our next seminar!!  REGISTER HERE

Four men posing with awards in front of a brick building

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Reviews annual enrollment dates and options for Medicare participants.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Explains how future tax rules may impact deductibility of charitable donations.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

How much can you afford to pay for a car?

Use this calculator to determine whether you qualify for the different types of IRAs.

Use this calculator to estimate how much income and savings you may need in retirement.

Will you be able to afford nursing home care?

bottom of page
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck