Retirement Planning for Golden State Water Employees

Transform Your Benefits into a Retirement You Love

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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 Company 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.

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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.

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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.

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 Our Services Include:

Retirement Planning

Benefits Optimization

Investment Management

Tax Planning

Debt Management

Insurance Review

Budget & Cash Analysis

Estate Planning

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.

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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 Company 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

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Take the First Step—Schedule a Call!

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

 
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