Get answers to questions like;

  • What is the difference between a pension and a 401K?
  • Should I take a lump sum or a monthly payout?
  • What are the tax consequences?
  • What happens if the company I work for closes?
  • And more!


Crystal Oculee

Crystal Oculee
Chief Financial Strategist

  • Certified Tax Specialist®
  • Certified Income Specialist®
  • National Social Security Advisor®
  • Certified Estate and Trust Specialist®
  • Certified Annuity Specialist®
  • Certified Fund Specialist®