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Hurley Medical

We have many clients who are current and retired employees of Hurley Medical Center. Our experience working with Hurley employees makes us uniquely equipped to handle their needs. A few examples of how we can help Hurley Medical Center employees are below :

  • Provide information and guidance on your retirement plan and the investment options offered by your provider, along with practical strategies to make the most of these options.
  • At retirement or termination of employment, you are eligible to rollover your retirement plan to an IRA (Individual Retirement account). There are multiple benefits for doing this, including access to a wider array of investments and increased flexibility, but there are also disadvantages. We can help you determine if the benefits of rolling over your account outweigh the disadvantages.
  • Provide guidance on non-retirement benefits like health insurance or group life insurance. 
  • Provide guidance on when and how you should claim your social security benefits.

We have a clear understanding of how your employer benefits work for you from getting started to when you're ready to retire and beyond. The knowledge and experience we have gained working with Hurley Medical Center employees who have transitioned into retirement allows us to help you determine if you are financially able to retire and live the lifestyle you want to live.

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Before rolling over the proceeds of your retirement plan to an Individual Retirement Account (IRA) or annuity, consider whether you would benefit from other possible options such as leaving the funds in your existing plan or transferring them into a new employer’s plan. You should consider the specific terms and rules that relate to each option including: the available investment options, applicable fees and expenses, the services offered, the withdrawal options, the potential flexibility around taking IRS required minimum distributions from the option, tax consequences of withdrawals and of removing shares of employer stock from your plan, possible protection from creditors and legal judgments and your unique situation. Neither Financial Strategies Group nor its advisers provide tax or legal advice. Consult your own tax and or legal advisors regarding your particular situation.

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