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Helping Teamsters Make Smart Decisions With Their Money.

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

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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

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Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Shows how transfer-on-death designations help avoid probate costs.

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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.

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This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

How much life insurance would you need to produce a sufficient income stream for your family?

Determine whether you should consider refinancing your mortgage.

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