Kentucky Farm Bureau Retirement Planning
Contact UsAt Kentucky Farm Bureau you spent your career protecting Kentuckians most important assets. We carry that same trust and commitment to managing and caring for your financial future.
Define Your Retirement & Life Goals
Retirement is more than a finish line—it’s a new beginning.
We help you:
Clarify your personal and financial goals
Estimate your income needs in retirement
Design a personalized financial plan to support your lifestyle and legacy
Whether you’re dreaming of travel, time with family, or simply peace of mind, we’ll help you build a plan to make it happen.
Pension Distribution Strategy
Your pension is a valuable asset—but choosing the right distribution option is critical.
We’ll guide you through:
Understanding your pension payout options
Evaluating lump sum vs. monthly payments
Selecting the strategy that best fits your retirement needs and long-term goals
Our goal is to help you make the most informed and confident decision possible.
TransAmerica 401(k) Review & Allocation Strategy
Your TransAmerica 401(k) plays a key role in your retirement readiness.
We’ll help you:
Review your current investment allocations
Recommend adjustments based on your risk tolerance and time horizon
Monitor and rebalance your portfolio as you approach retirement
We ensure your investments are aligned with your goals—now and into the future.
Social Security Review & Claiming Strategy
Social Security is a foundational piece of your retirement income.
We’ll help you:
Understand your benefit options
Determine the optimal time to begin claiming
Coordinate Social Security with your pension and 401(k) for maximum efficiency
Making the right decision here can significantly impact your long-term financial security.
Let’s Build Your Retirement Plan—Together
You’ve spent your career protecting others. Now it’s time to protect your own future. Let us help you create a retirement plan that reflects your values, supports your goals, and gives you peace of mind.
Determine Your Retirement, Life Goals, & Design A Financial Plan To Make Them Your Reality.
Review Pension Distribution Options To Determine The Optimal Choice For Your Retirement Needs
Review Your TransAmerica 401k, Determine Most Suitable Allocation, & Monitor Until Retirement
Review Social Security Benefits & Payment Options
*Van Leeuwen Retirement & Investment Services is not affiliated with nor endorsed by Kentucky Farm Bureau.