ABOUT LABOR RETIREMENT SERVICES
Retirement Planning Built Around the People Who Built America
I have spent years working with union members and their families, listening to their questions, learning how their retirement benefits work and helping them make some of the biggest financial decisions of their lives.
What I have learned is that most people are not looking for someone to impress them with financial terminology.
They want someone who will listen, explain things clearly and help them understand whether the retirement they have worked for can support the life they want to live.
That is what Labor Retirement Services is about.
Chuck Gore
Financial Advisor | Labor Retirement Services
Helping union members and their families make important retirement decisions with greater clarity and confidence.
A Conversation Before a Recommendation
Good financial planning starts with understanding what matters to you.
Before we talk about investments, retirement accounts or strategies, I want to understand what you are trying to accomplish, what concerns you most and what would make you feel more confident about your future.
You should never feel like you are being talked at or expected to understand financial jargon. My job is to explain your choices clearly, answer your questions and help you make decisions you understand and feel comfortable with.
I Listen
We start with your goals, concerns, family and the retirement you want to create.
Then, We Make It Clear
We organize the pieces, explain your options in plain language and identify the decisions that deserve attention.
Then, We Build a Plan
Together, we develop a strategy designed around your priorities so you can move forward with greater clarity and confidence.
The goal is not for you to become a financial expert. The goal is for you to understand your plan and feel confident about the decisions you are making.
Experience That Starts With Understanding Your Benefits
Chuck Gore has spent years working with union members and their families, helping them understand the retirement benefits they have earned and the decisions that come with leaving the workforce.
His work with organized labor has taken him into union halls, job sites, retiree meetings, AFL-CIO events, state conventions and union district meetings — giving him the opportunity to hear directly from members about the questions and concerns they face as retirement gets closer.
That experience has shaped the way he works today: explain the choices clearly, help members understand the consequences of those choices and give them greater confidence in the decisions they make.
Chuck Gore
Financial Advisor
Labor Retirement Services
Areas of Retirement Guidance
Union pension decisions
Defined benefit and defined contribution plans
401(k) and retirement accounts
Social Security planning
Retirement income planning
Tax considerations in retirement
Insurance and survivor planning
Legacy and estate-planning coordination
The objective is not to tell you what to do. It is to give you the information and perspective you need to make an educated decision about your retirement.
Your Retirement Questions Deserve More Than a One-Size-Fits-All Answer
You have spent years earning your retirement benefits. Before making decisions that may affect you and your family for the rest of your lives, it makes sense to understand your options.
A first conversation is simply a chance for me to learn what matters to you, hear the questions you are trying to answer and help identify what may deserve attention next.
There is no need to have everything figured out before we talk.
Come with your questions. We’ll start there.
Securities offered through Cetera Advisors LLC, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisors LLC, A Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
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