AEP benefits are unique in that employees receive a pension plan, company stock, and other retirement options. We have extensive knowledge of pension plans and can help you make tax-optimized decisions when you choose to cash out your pension.

The fiduciary standard in an advisory relationship is a legal and ethical obligation that requires financial advisors to act in their clients’ best interests. This means putting the client’s needs and financial well-being ahead of the advisor’s or the firm’s interests.

True Blue Financial’s unwavering commitment to the fiduciary standard in advisory relationships means that we always prioritize your financial well-being, act with transparency, and provide advice that is personalized for you. Our goal is to empower you to make informed financial decisions with confidence, knowing that your needs are at the forefront of every recommendation we make.

We take a personalized approach to each retirement plan, including for AEP employees. We’ll walk you through factors of your financial plan such as rollover transition assistance, stocks and investments, and more. The more comprehensive we can make your financial plan, the better!

Pension plans are a unique form of retirement savings, and True Blue can help you navigate the ins and outs of them. We can offer professional advice for how and when to withdraw from your pension—and how to take advantage of other AEP perks like company stock.