Retirement Planning for Golden State Water Employees

Transform Your Benefits into a Retirement You Love

Maximize Your Retirement Benefits

Plan for Tax-Smart Distributions

Enjoy the Retirmeent You’ve Earned

Are Your Company Benefits Supporting Your Retirement Dreams?

Golden State Water employees work hard—but unlocking a fulfilling retirement means more than saving. You may feel:

  • Unsure how to optimize your 401(k) and profit-sharing matching.

  • Worried about covering healthcare or bridging pre-Social Security years.

  • Unclear on how to sequence retirement plan withdrawals while minimizing taxes.

  • Concerned market swings could disrupt your retirement income.

You don’t have to figure it out alone. Our Claremont-based retirement planning firm works with Golden State Water employees across California to help turn complex benefits into clear retirement strategies.

Build a Blueprint for Your Ideal Retirement

Connect the Pieces

See your total benefits—401(k), profit-sharing, insurance—working together.

Craft Your Plan

Model income, taxes, and healthcare under different “retire when ready” scenarios.

Live Fully

Retire empowered, confident that your strategy is resilient and sustainable.

Why Evermont?

At Evermont Wealth, we help align your retirement to your life. For GSWC employees, that can mean:

  • Guiding your 401(k) contributions and profit‑sharing to maximize match and growth.

  • Creating a tax‑optimized withdrawal strategy across all accounts.

  • Planning for future healthcare and long-term care needs.

  • Buffering retirement income from market shifts.

  • Mapping legacy plans for your family’s future.

 

 Our Services Include:

Retirement Planning

Benefits Optimization

Investment Management

Tax Planning

Debt Management

Insurance Review

Budget & Cash Analysis

Estate Planning

Healthcare & Pre-Medicare Planning

Social Security Maximization

 

The Plan

  • Step 1

    Schedule a 30-minute phone call to discuss your goals.

  • Step 2

    Meet virtually or in Claremont to see how we can help.

  • Step 3

    Sign the engagement to start creating your retirement blueprint.

Schedule a Call

Are We a Match?

You deserve a financial advisor invested in your success. We may be a good fit if you’re a Golden State Water employee who:

  • Wants to make the most of your employer benefits

  • Seeks clarity around income, taxes, and healthcare in retirement

  • Values a long-term relationship with a fiduciary advisor

 
 

Take the First Step—Schedule a Call!

Ready to make your benefits work harder—and smarter—for your future? Schedule a complimentary consultation today.