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Sherwin Williams Retirement Planning

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As a Sherwin Williams employee you spent years working to find creative solutions for everyone's decorative needs. If you’re approaching retirement within the next five years it is crucial to begin planning and implementing a financial strategy for a smooth transition into retirement.

Determine Your Retirement, Life Goals, & Design A Financial Plan To Help Make Them Your Reality.

Review The SHW Stock Plan & NUA (Net Unrealized Appreciation) To Determine Optimal Stock Distribution Stategy.

Review Your Fidelity PIP Plan, 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 Sherwin Williams.

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