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THE GOOD LIFE

Financial Planning specialized for Government Employees so you retire confidently. 



Road to Retirement Exclusive Event Sign-Up

Spend time
with family

Winter in a
warmer climate


Travel and
see the world

Maintain
your lifestyle





where it all started.

Hennepin County

My mentor, Howard Zimmerman, began developing the Hennepin County retirement plan starting in 1972. The City of Minneapolis and Hennepin County officially selected Howard and Aetna (which later became ING and then Voya) to create an employee retirement plan in 1976. Over the next decade, Howard and his team serviced the 10,000 plus employees participating in the plan. Howard and I, Jeff Stein, became a team, and we never looked back as we provided deferred compensation guidance to thousands of County employees through our Good Life Program.

The Stein Financial Group

Difference


Pension Plan Specialists 

With over 30 years of experience working with government employees, we have been around the block when it comes to pensions. We have guided thousands through the different income options and what makes sense for them personally. 

Deferred Compensation Assessment 

As a government employee, this can be a powerful tool and a key part of the financial plan. We offer complimentary assessments of the 457 Differed Comp account to ensure it is positioned to handle market volatility and meet your financial needs. 

Increase Financial Literacy

We make complex topics simple through communication. Our job is to make sure you understand the financial lingo to make better and more informed decisions.



We Help Government Employee's Retire Confidently

Stein Financial Group focuses on specializing in helping Government Employees, like yourself, prepare for and live the Good Life in their retirement years. We are here to help you with Pension, Deferred Comp, Social Security, 1% Supplemental, and Health Coverage questions. 

  • What do I do with my 457 when I retire? 
  • Will my spouse get my pension if I die?
  • What impact does market volatility have on my plan?

Let us help you feel more confident about your retirement.


Schedule Your Deferred Comp Assessment Today




The Stein Financial Group Presents Exclusive Event

Road to Retirement for Government Employees


Planning


Three Factors to Consider:

  1. Retirement Income
  2. Retirement Assets
  3. Spending Habits

Preparing


What needs to be in place:

  1. Income Strategies
  2. Health Insurance Plan 
  3. Risk Mitigation 
  4. Tax Strategies 

Living


I'm retired, now what:

  1. Estate Planning 
  2. Gifting Strategies 
  3. Market Volatility 
  4. Enjoy